+663.1%
SNPS vs HAS
+101.4%
+561.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.5% |
| 7D | -3.7% | -0.2% | -3.5% | -3.6% |
| 30D | -10.4% | +31.0% | -41.4% | -17.5% |
| 3M | +11.0% | +30.7% | -19.7% | +2.1% |
| 6M | -10.7% | +23.9% | -34.6% | -16.9% |
| YTD | -4.1% | +48.3% | -52.4% | -16.1% |
| 1Y | +13.7% | +60.2% | -46.5% | -2.9% |
| 3Y | -8.1% | +189.2% | -197.3% | -35.3% |
| 5Y | +32.2% | +50.4% | -18.2% | +11.7% |
| All | +663.1% | +101.4% | +561.8% | +453.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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