+572.5%
SNPS vs HALO
+979.6%
-407.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +0.9% | -2.7% | +3.6% | +1.5% |
| 30D | -3.6% | +5.3% | -8.9% | -4.8% |
| 3M | -12.9% | +51.6% | -64.5% | -21.1% |
| 6M | -8.2% | +61.3% | -69.5% | -18.2% |
| YTD | -15.4% | +59.3% | -74.7% | -24.7% |
| 1Y | -9.3% | +38.3% | -47.6% | -16.8% |
| 3Y | -14.0% | +185.9% | -199.8% | -36.0% |
| 5Y | +19.5% | +159.9% | -140.4% | -11.2% |
| All | +572.5% | +979.6% | -407.1% | +296.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded HALO 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling