+1,359.3%
WDC vs SNPS
-14.2%
+1,373.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.3% |
| 7D | +6.0% | -5.5% | +11.5% | +7.9% |
| 30D | +9.9% | -5.8% | +15.7% | +11.4% |
| 3M | -9.4% | -17.2% | +7.8% | -3.8% |
| 6M | +94.7% | -10.4% | +105.0% | +99.8% |
| YTD | +177.3% | -16.5% | +193.8% | +191.3% |
| 1Y | +412.4% | -35.6% | +448.1% | +466.3% |
| 3Y | +1,359.3% | -14.6% | +1,373.9% | +1,219.7% |
| All | +1,359.3% | -14.2% | +1,373.5% | +1,219.7% |
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 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