+2,271.1%
SNPS vs HBM
+470.7%
+1,800.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.2% | -1.3% | +1.1% | 0.0% |
| 30D | -8.0% | -14.8% | +6.8% | -5.9% |
| 3M | +12.5% | -20.7% | +33.2% | +16.0% |
| 6M | -10.5% | -13.9% | +3.4% | -9.5% |
| YTD | -1.6% | +10.6% | -12.2% | -5.1% |
| 1Y | +16.8% | +32.4% | -15.5% | +9.7% |
| 3Y | -10.9% | +432.0% | -442.9% | -33.1% |
| 5Y | +35.8% | +205.5% | -169.7% | +6.4% |
| 10Y | +675.0% | +291.1% | +383.9% | +424.2% |
| All | +2,271.1% | +470.7% | +1,800.3% | +1,295.1% |
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