+992.6%
WDC vs SNPS
+16.7%
+975.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.3% |
| 7D | +6.0% | -5.5% | +11.5% | +8.3% |
| 30D | +9.9% | -5.8% | +15.7% | +11.7% |
| 3M | -9.4% | -17.2% | +7.8% | -3.0% |
| 6M | +94.7% | -10.4% | +105.1% | +100.3% |
| YTD | +177.4% | -16.5% | +193.9% | +192.8% |
| 1Y | +412.6% | -35.6% | +448.2% | +471.7% |
| 3Y | +1,359.8% | -14.6% | +1,374.4% | +1,232.5% |
| 5Y | +992.6% | +16.5% | +976.1% | +698.0% |
| All | +992.6% | +16.7% | +975.8% | +698.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling