+98.5%
HL vs SNPS
+5,402.2%
-5,303.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | +7.1% | -5.5% | +12.6% | +7.8% |
| 30D | +21.4% | -5.8% | +27.2% | +22.3% |
| 3M | +37.4% | -17.2% | +54.6% | +40.5% |
| 6M | +0.4% | -10.4% | +10.8% | +1.5% |
| YTD | +6.7% | -16.5% | +23.2% | +8.8% |
| 1Y | +102.4% | -35.6% | +138.0% | +109.2% |
| 3Y | +417.4% | -14.6% | +432.0% | +411.9% |
| 5Y | +243.3% | +16.5% | +226.9% | +225.6% |
| 10Y | +242.6% | +556.6% | -314.0% | +179.3% |
| All | +98.5% | +5,402.2% | -5,303.7% | +58.3% |
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 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