+3,306.4%
V vs SNPS
+2,026.5%
+1,279.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -1.5% |
| 7D | -0.8% | +0.2% | -1.0% | -0.9% |
| 30D | +9.5% | -8.4% | +18.0% | +12.6% |
| 3M | +16.7% | +12.3% | +4.4% | +9.4% |
| 6M | +32.9% | -9.6% | +42.5% | +34.2% |
| YTD | +21.1% | -0.6% | +21.7% | +15.8% |
| 1Y | +26.6% | +18.7% | +7.9% | +12.1% |
| 3Y | +78.4% | -7.6% | +85.9% | +52.0% |
| 5Y | +105.5% | +34.1% | +71.4% | +35.8% |
| 10Y | +444.2% | +691.2% | -247.0% | +20.6% |
| All | +3,306.4% | +2,026.5% | +1,279.9% | +318.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SNPS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling