+156.1%
HPQ vs SNPS
+635.4%
-479.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.2% |
| 7D | +3.2% | +1.1% | +2.1% | +2.7% |
| 30D | -3.6% | -5.2% | +1.5% | -2.2% |
| 3M | -5.3% | +10.6% | -15.8% | -10.5% |
| 6M | +41.1% | -10.6% | +51.8% | +43.5% |
| YTD | +36.9% | -3.1% | +40.0% | +32.9% |
| 1Y | +23.5% | +15.6% | +8.0% | +11.7% |
| 3Y | +19.6% | -12.9% | +32.5% | +7.8% |
| 5Y | +11.4% | +31.2% | -19.8% | -21.7% |
| All | +156.1% | +635.4% | -479.3% | -41.4% |
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