+795.3%
HAL vs SNPS
+6,454.0%
-5,658.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.5% | -0.7% |
| 7D | -7.9% | +0.2% | -8.1% | -7.9% |
| 30D | -2.1% | -8.4% | +6.4% | -0.3% |
| 3M | +0.4% | +12.3% | -11.8% | -2.9% |
| 6M | -19.2% | -9.6% | -9.7% | -18.5% |
| YTD | +14.4% | -0.6% | +15.0% | +12.0% |
| 1Y | +18.0% | +18.7% | -0.7% | +10.9% |
| 3Y | -9.7% | -7.6% | -2.1% | -15.0% |
| 5Y | +40.1% | +34.1% | +6.1% | +18.2% |
| 10Y | -19.1% | +691.2% | -710.3% | -54.1% |
| All | +795.3% | +6,454.0% | -5,658.7% | +206.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling