+5,491.2%
SNPS vs HAS
+2,326.0%
+3,165.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -19.3% |
| 3M | +9.9% | +32.1% | -22.3% | +1.4% |
| 6M | -12.4% | +28.1% | -40.5% | -18.8% |
| YTD | -6.3% | +49.1% | -55.4% | -17.1% |
| 1Y | +7.6% | +60.5% | -52.9% | -6.8% |
| 3Y | -9.8% | +183.9% | -193.6% | -34.0% |
| 5Y | +29.2% | +51.2% | -22.0% | +10.0% |
| 10Y | +663.8% | +105.3% | +558.5% | +464.3% |
| All | +5,491.2% | +2,326.0% | +3,165.2% | +1,769.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling