+2,926.4%
V vs SNPS
+1,693.4%
+1,233.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.4% | +4.4% | +1.1% |
| 7D | -1.7% | -11.0% | +9.3% | +2.7% |
| 30D | +2.0% | -1.7% | +3.7% | +1.8% |
| 3M | +17.4% | -20.4% | +37.7% | +26.3% |
| 6M | +17.5% | -8.6% | +26.1% | +18.3% |
| YTD | +7.6% | -16.2% | +23.7% | +11.1% |
| 1Y | +7.7% | -34.6% | +42.3% | +15.8% |
| 3Y | +54.7% | -14.5% | +69.1% | +35.2% |
| 5Y | +73.0% | +17.0% | +56.1% | +20.9% |
| 10Y | +390.9% | +560.0% | -169.2% | +18.2% |
| All | +2,926.4% | +1,693.4% | +1,233.0% | +301.7% |
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