-13.5%
HAL vs SNPS
-9.8%
-3.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.9% | +1.6% | -2.7% |
| 7D | -11.1% | -10.2% | -0.9% | -10.1% |
| 30D | -2.4% | -12.8% | +10.4% | -1.1% |
| 3M | +0.8% | +9.9% | -9.1% | -0.7% |
| 6M | -22.8% | -12.4% | -10.4% | -22.0% |
| YTD | +14.5% | -6.3% | +20.8% | +14.2% |
| 1Y | +20.2% | +7.6% | +12.5% | +17.6% |
| All | -13.5% | -9.8% | -3.8% | -21.8% |
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