+38.6%
HPQ vs SNPS
+16.9%
+21.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.3% | +4.6% | +4.8% |
| 7D | +2.2% | -5.5% | +7.7% | +3.8% |
| 30D | +9.7% | -4.5% | +14.2% | +10.3% |
| 3M | +32.7% | -15.5% | +48.2% | +37.8% |
| 6M | +77.7% | -10.1% | +87.8% | +80.1% |
| YTD | +51.0% | -16.3% | +67.3% | +55.2% |
| 1Y | +18.4% | -34.9% | +53.3% | +26.8% |
| 3Y | +25.6% | -14.4% | +39.9% | +13.1% |
| 5Y | +38.6% | +17.9% | +20.7% | +1.2% |
| All | +38.6% | +16.9% | +21.7% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling