-28.3%
SNPS vs AHR
+360.2%
-388.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.9% |
| 7D | -4.6% | -3.0% | -1.5% | -4.2% |
| 30D | -3.3% | +2.6% | -5.9% | -3.7% |
| 3M | -13.8% | +16.0% | -29.8% | -16.0% |
| 6M | -8.2% | +3.1% | -11.3% | -8.6% |
| YTD | -15.4% | +16.0% | -31.5% | -18.3% |
| 1Y | +2.4% | +28.0% | -25.5% | -4.0% |
| All | -28.3% | +360.2% | -388.5% | -49.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling