+489.7%
HPE vs SNPS
+585.0%
-95.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.0% | -7.3% | -6.6% |
| 7D | +1.4% | -4.6% | +6.0% | +3.2% |
| 30D | +1.5% | -3.3% | +4.9% | +2.3% |
| 3M | +21.7% | -13.8% | +35.5% | +27.8% |
| 6M | +164.2% | -8.2% | +172.4% | +170.4% |
| YTD | +132.1% | -15.4% | +147.5% | +143.2% |
| 1Y | +130.6% | +2.4% | +128.2% | +122.5% |
| 3Y | +244.1% | -13.5% | +257.6% | +223.1% |
| 5Y | +340.8% | +19.5% | +321.4% | +247.8% |
| All | +489.7% | +585.0% | -95.3% | +64.3% |
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 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