-27.9%
DHR vs SNPS
+16.9%
-44.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -2.4% | -5.5% | +3.1% | -1.1% |
| 30D | -2.2% | -4.5% | +2.3% | -1.4% |
| 3M | +9.0% | -15.5% | +24.4% | +12.8% |
| 6M | +3.5% | -10.1% | +13.5% | +4.4% |
| YTD | -10.1% | -16.3% | +6.1% | -8.0% |
| 1Y | +6.2% | -34.9% | +41.1% | +12.6% |
| 3Y | -5.4% | -14.4% | +9.0% | -15.0% |
| 5Y | -27.9% | +17.9% | -45.8% | -46.6% |
| All | -27.9% | +16.9% | -44.8% | -46.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling