+143.5%
WBD vs SNPS
-13.6%
+157.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.8% |
| 7D | -0.6% | -4.6% | +4.0% | +0.3% |
| 30D | +4.2% | -3.3% | +7.5% | +4.6% |
| 3M | +7.5% | -13.8% | +21.3% | +10.3% |
| 6M | +1.6% | -8.2% | +9.8% | +2.2% |
| YTD | -2.2% | -15.4% | +13.3% | -0.2% |
| 1Y | +124.9% | +2.4% | +122.5% | +118.4% |
| All | +143.5% | -13.6% | +157.1% | +113.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling