+24,153.3%
WDC vs SNPS
+6,393.9%
+17,759.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +16.3% | +5.1% | +11.2% | +14.0% |
| 30D | -18.3% | -6.4% | -11.8% | -15.4% |
| 3M | -31.4% | +12.2% | -43.7% | -35.1% |
| 6M | -36.3% | -9.8% | -26.4% | -34.3% |
| YTD | +80.8% | -1.5% | +82.3% | +78.1% |
| 1Y | +87.7% | +16.0% | +71.7% | +72.8% |
| 3Y | +819.4% | -10.8% | +830.3% | +776.2% |
| 5Y | +583.2% | +33.3% | +549.9% | +441.2% |
| 10Y | +689.8% | +675.9% | +13.9% | +214.2% |
| All | +24,153.3% | +6,393.9% | +17,759.4% | +3,753.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling