+257.9%
HD vs SNPS
+702.6%
-444.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.7% | -0.8% | +2.0% |
| 7D | +3.6% | +0.2% | +3.4% | +3.5% |
| 30D | +21.6% | -8.4% | +30.0% | +23.9% |
| 3M | +0.1% | +12.3% | -12.1% | -4.3% |
| 6M | +13.0% | -9.6% | +22.6% | +14.0% |
| YTD | +4.9% | -0.6% | +5.5% | +1.8% |
| 1Y | -2.1% | +18.7% | -20.8% | -10.2% |
| 3Y | +32.6% | -7.6% | +40.2% | +17.8% |
| 5Y | +8.2% | +34.1% | -25.9% | -21.8% |
| 10Y | +257.9% | +691.2% | -433.3% | +16.0% |
| All | +257.9% | +702.6% | -444.7% | +16.0% |
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