+370.3%
HPE vs SNPS
+635.4%
-265.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.6% | -2.1% | -3.1% |
| 7D | +7.9% | +1.1% | +6.8% | +7.5% |
| 30D | -23.5% | -5.2% | -18.3% | -21.6% |
| 3M | -19.1% | +10.6% | -29.6% | -22.2% |
| 6M | +51.4% | -10.6% | +62.0% | +57.5% |
| YTD | +103.4% | -3.1% | +106.5% | +103.1% |
| 1Y | +114.4% | +15.6% | +98.8% | +100.2% |
| 3Y | +224.7% | -12.9% | +237.6% | +207.0% |
| 5Y | +277.8% | +31.2% | +246.6% | +191.4% |
| All | +370.3% | +635.4% | -265.1% | +37.0% |
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