+105.3%
HAL vs SNPS
+17.0%
+88.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.4% | +4.8% | +0.2% |
| 7D | +2.9% | -11.0% | +14.0% | +4.6% |
| 30D | +17.0% | -1.7% | +18.8% | +17.1% |
| 3M | -9.7% | -20.4% | +10.7% | -6.9% |
| 6M | +8.6% | -8.6% | +17.2% | +9.2% |
| YTD | +33.0% | -16.2% | +49.1% | +35.0% |
| 1Y | +68.3% | -34.6% | +102.9% | +74.2% |
| 3Y | +0.1% | -14.5% | +14.6% | -5.9% |
| All | +105.3% | +17.0% | +88.2% | +80.3% |
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