+557.2%
SNPS vs HAS
+56.8%
+500.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.5% | -4.9% | -5.2% |
| 7D | -11.0% | -1.8% | -9.2% | -10.5% |
| 30D | -1.7% | +2.3% | -4.0% | -2.5% |
| 3M | -20.4% | +10.4% | -30.7% | -23.0% |
| 6M | -8.6% | -3.2% | -5.4% | -8.6% |
| YTD | -16.2% | +15.4% | -31.6% | -20.8% |
| 1Y | -34.6% | +18.8% | -53.4% | -38.6% |
| 3Y | -14.5% | +43.9% | -58.4% | -25.9% |
| 5Y | +17.0% | +13.9% | +3.1% | +7.5% |
| All | +557.2% | +56.8% | +500.3% | +430.6% |
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