+204.4%
DHR vs SNPS
+585.0%
-380.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.4% |
| 7D | -5.0% | -4.6% | -0.4% | -3.6% |
| 30D | -3.3% | -3.3% | 0.0% | -2.8% |
| 3M | +9.4% | -13.8% | +23.2% | +13.6% |
| 6M | +3.2% | -8.2% | +11.4% | +3.6% |
| YTD | -12.0% | -15.4% | +3.4% | -9.7% |
| 1Y | +4.9% | +2.4% | +2.5% | -0.9% |
| 3Y | -7.4% | -13.5% | +6.1% | -16.9% |
| 5Y | -29.8% | +19.5% | -49.2% | -47.9% |
| All | +204.4% | +585.0% | -380.6% | +1.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling