+28.4%
SNPS vs HAS
+51.2%
-22.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.7% | -3.2% | -4.4% |
| 7D | -10.2% | 0.0% | -10.2% | -10.2% |
| 30D | -12.8% | +31.3% | -44.2% | -19.8% |
| 3M | +9.9% | +32.1% | -22.3% | +0.7% |
| 6M | -12.4% | +28.1% | -40.5% | -19.4% |
| YTD | -6.3% | +49.1% | -55.4% | -18.6% |
| 1Y | +7.6% | +60.5% | -52.9% | -8.8% |
| 3Y | -9.8% | +183.9% | -193.6% | -37.3% |
| All | +28.4% | +51.2% | -22.8% | +20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling