+754.4%
WDC vs SNPS
-10.0%
+764.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.4% |
| 7D | -16.7% | -0.6% | -16.1% | -16.2% |
| 30D | -27.2% | -9.8% | -17.4% | -24.0% |
| 3M | -34.0% | +11.7% | -45.7% | -36.9% |
| 6M | -39.7% | -10.9% | -28.8% | -37.4% |
| YTD | +68.1% | -2.1% | +70.1% | +67.1% |
| 1Y | +66.3% | +14.8% | +51.5% | +56.0% |
| 3Y | +754.4% | -11.3% | +765.8% | +667.3% |
| All | +754.4% | -10.0% | +764.4% | +667.3% |
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