+1,309.1%
WDC vs SNPS
+562.2%
+746.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +7.5% | -5.5% | +12.9% | +10.4% |
| 30D | +10.1% | -4.5% | +14.5% | +11.4% |
| 3M | -6.8% | -15.5% | +8.7% | +0.3% |
| 6M | +84.1% | -10.1% | +94.2% | +89.8% |
| YTD | +180.3% | -16.3% | +196.5% | +198.3% |
| 1Y | +411.1% | -34.9% | +446.0% | +476.5% |
| 3Y | +1,375.0% | -14.4% | +1,389.4% | +1,209.6% |
| 5Y | +991.6% | +17.9% | +973.7% | +632.0% |
| 10Y | +1,309.1% | +574.2% | +734.8% | +114.7% |
| All | +1,309.1% | +562.2% | +746.9% | +114.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling