-6.0%
DHR vs SNPS
-14.5%
+8.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | -2.4% | -5.5% | +3.1% | -1.6% |
| 30D | -2.2% | -4.5% | +2.3% | -1.7% |
| 3M | +9.0% | -15.5% | +24.4% | +11.5% |
| 6M | +3.5% | -10.1% | +13.5% | +3.9% |
| YTD | -10.1% | -16.3% | +6.1% | -8.8% |
| 1Y | +6.2% | -34.9% | +41.1% | +10.5% |
| All | -6.0% | -14.5% | +8.4% | -13.5% |
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 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