+30.7%
HD vs SNPS
-11.8%
+42.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.2% |
| 7D | +1.5% | +1.1% | +0.5% | +1.4% |
| 30D | +18.0% | -5.2% | +23.1% | +18.4% |
| 3M | +2.8% | +10.6% | -7.8% | +1.6% |
| 6M | +17.0% | -10.6% | +27.6% | +17.6% |
| YTD | +3.5% | -3.1% | +6.6% | +2.8% |
| 1Y | -2.6% | +15.6% | -18.1% | -5.1% |
| 3Y | +30.7% | -12.9% | +43.7% | +24.0% |
| All | +30.7% | -11.8% | +42.6% | +24.0% |
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 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