+249.8%
DHR vs SNPS
+635.4%
-385.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.9% |
| 7D | +1.2% | +1.1% | +0.2% | +0.9% |
| 30D | +3.7% | -5.2% | +8.9% | +5.2% |
| 3M | +14.5% | +10.6% | +3.9% | +9.3% |
| 6M | +40.9% | -10.6% | +51.5% | +42.7% |
| YTD | +2.4% | -3.1% | +5.5% | -0.2% |
| 1Y | +6.1% | +15.6% | -9.4% | -2.9% |
| 3Y | +21.0% | -12.9% | +34.0% | +9.6% |
| 5Y | -11.4% | +31.2% | -42.6% | -36.2% |
| All | +249.8% | +635.4% | -385.6% | +14.1% |
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