+684.5%
SNPS vs HAS
+102.6%
+581.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.7% |
| 7D | -0.6% | +3.3% | -3.9% | -1.5% |
| 30D | -9.8% | +30.5% | -40.4% | -16.8% |
| 3M | +11.7% | +29.9% | -18.2% | +3.0% |
| 6M | -10.9% | +26.5% | -37.5% | -17.7% |
| YTD | -2.1% | +51.9% | -54.0% | -14.9% |
| 1Y | +14.8% | +60.9% | -46.1% | -2.1% |
| 3Y | -11.3% | +215.0% | -226.3% | -39.1% |
| 5Y | +36.2% | +51.5% | -15.3% | +14.9% |
| 10Y | +684.5% | +102.2% | +582.2% | +468.9% |
| All | +684.5% | +102.6% | +581.9% | +468.9% |
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