+1,920.7%
SNPS vs HBM
+613.3%
+1,307.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -5.3% |
| 7D | -11.0% | -6.4% | -4.7% | -10.2% |
| 30D | -1.7% | +5.9% | -7.6% | -2.6% |
| 3M | -20.4% | -8.9% | -11.4% | -19.8% |
| 6M | -8.6% | +10.7% | -19.3% | -11.1% |
| YTD | -16.2% | +38.3% | -54.4% | -21.5% |
| 1Y | -34.6% | +121.3% | -155.9% | -43.1% |
| 3Y | -14.5% | +450.6% | -465.0% | -36.2% |
| 5Y | +17.0% | +338.0% | -321.0% | -12.8% |
| 10Y | +560.0% | +578.6% | -18.6% | +316.6% |
| All | +1,920.7% | +613.3% | +1,307.4% | +1,053.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling