-19.1%
HAL vs SNPS
+702.6%
-721.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.5% | -0.8% |
| 7D | -7.9% | +0.2% | -8.1% | -8.0% |
| 30D | -2.1% | -8.4% | +6.4% | 0.0% |
| 3M | +0.4% | +12.3% | -11.8% | -3.7% |
| 6M | -19.2% | -9.6% | -9.7% | -18.3% |
| YTD | +14.4% | -0.6% | +15.0% | +11.3% |
| 1Y | +18.0% | +18.7% | -0.7% | +8.7% |
| 3Y | -9.7% | -7.6% | -2.1% | -19.3% |
| 5Y | +40.1% | +34.1% | +6.1% | +1.8% |
| 10Y | -19.1% | +691.2% | -710.3% | -71.6% |
| All | -19.1% | +702.6% | -721.7% | -71.6% |
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 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