+695.1%
WDC vs SNPS
+687.7%
+7.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.5% | +7.9% | +8.1% |
| 7D | -3.2% | -0.2% | -3.1% | -2.6% |
| 30D | -19.0% | -8.0% | -11.0% | -14.7% |
| 3M | -28.4% | +12.5% | -40.9% | -33.6% |
| 6M | -39.2% | -10.5% | -28.8% | -36.6% |
| YTD | +82.1% | -1.6% | +83.7% | +77.8% |
| 1Y | +84.7% | +16.8% | +67.8% | +63.7% |
| 3Y | +825.6% | -10.9% | +836.6% | +723.5% |
| 5Y | +608.2% | +35.8% | +572.4% | +345.2% |
| 10Y | +695.1% | +675.0% | +20.1% | +14.5% |
| All | +695.1% | +687.7% | +7.5% | +14.5% |
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