+43.4%
XLK vs SNPS
-33.5%
+76.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.4% | +6.1% | +1.6% |
| 7D | +0.9% | -11.0% | +11.9% | +2.8% |
| 30D | +0.7% | -1.7% | +2.5% | +0.9% |
| 3M | -2.9% | -20.4% | +17.4% | +0.3% |
| 6M | +34.3% | -8.6% | +42.9% | +35.9% |
| YTD | +30.4% | -16.2% | +46.6% | +32.8% |
| 1Y | +43.4% | -34.6% | +77.9% | +45.4% |
| All | +43.4% | -33.5% | +76.8% | +45.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling