+117.5%
XLK vs SNPS
-13.6%
+131.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.7% |
| 7D | -0.4% | -4.6% | +4.2% | +1.0% |
| 30D | -0.5% | -3.3% | +2.9% | +0.2% |
| 3M | +5.0% | -13.8% | +18.7% | +9.3% |
| 6M | +32.9% | -8.2% | +41.1% | +35.1% |
| YTD | +29.0% | -15.4% | +44.4% | +33.9% |
| 1Y | +37.8% | +2.4% | +35.4% | +33.5% |
| All | +117.5% | -13.6% | +131.2% | +90.6% |
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