-28.3%
SNPS vs AHR
+356.1%
-384.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +0.2% |
| 7D | +0.9% | -2.1% | +3.0% | +1.2% |
| 30D | -3.6% | +1.9% | -5.5% | -3.9% |
| 3M | -12.9% | +15.7% | -28.6% | -15.1% |
| 6M | -8.2% | +2.5% | -10.7% | -8.6% |
| YTD | -15.4% | +15.0% | -30.4% | -18.1% |
| 1Y | -9.3% | +28.1% | -37.4% | -15.1% |
| All | -28.3% | +356.1% | -384.4% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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