+794.7%
HAL vs SNPS
+6,355.4%
-5,560.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.3% |
| 7D | -6.5% | -0.6% | -5.9% | -6.4% |
| 30D | -2.1% | -9.8% | +7.7% | -0.1% |
| 3M | -4.9% | +11.7% | -16.6% | -7.9% |
| 6M | -19.3% | -10.9% | -8.4% | -18.3% |
| YTD | +14.3% | -2.1% | +16.4% | +12.3% |
| 1Y | +17.3% | +14.8% | +2.5% | +11.0% |
| 3Y | -10.9% | -11.3% | +0.4% | -15.4% |
| 5Y | +47.4% | +36.2% | +11.2% | +23.8% |
| 10Y | -20.8% | +684.5% | -705.3% | -54.9% |
| All | +794.7% | +6,355.4% | -5,560.7% | +207.4% |
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