+660.9%
SNPS vs HBM
+281.1%
+379.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.4% |
| 7D | +1.1% | +2.2% | -1.2% | +0.6% |
| 30D | -5.2% | -11.8% | +6.6% | -3.1% |
| 3M | +10.6% | -19.2% | +29.8% | +14.4% |
| 6M | -10.6% | -22.9% | +12.3% | -7.7% |
| YTD | -3.1% | +7.8% | -10.9% | -6.8% |
| 1Y | +15.6% | +34.9% | -19.4% | +6.8% |
| 3Y | -12.9% | +422.2% | -435.1% | -38.2% |
| 5Y | +31.2% | +192.8% | -161.6% | -1.7% |
| All | +660.9% | +281.1% | +379.8% | +368.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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