+675.0%
SNPS vs HAS
+106.0%
+569.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | 0.0% |
| 7D | -0.2% | +2.0% | -2.2% | -0.7% |
| 30D | -8.0% | +30.9% | -39.0% | -15.3% |
| 3M | +12.5% | +28.8% | -16.3% | +4.0% |
| 6M | -10.5% | +32.3% | -42.8% | -18.3% |
| YTD | -1.6% | +54.7% | -56.3% | -15.0% |
| 1Y | +16.8% | +63.2% | -46.4% | -0.7% |
| 3Y | -10.9% | +220.7% | -231.6% | -39.1% |
| 5Y | +35.8% | +53.3% | -17.6% | +14.1% |
| 10Y | +675.0% | +104.2% | +570.8% | +461.3% |
| All | +675.0% | +106.0% | +569.0% | +461.3% |
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