+556.6%
SNPS vs HDB
+34.0%
+522.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.0% | +2.6% | +0.5% |
| 7D | -5.5% | -2.0% | -3.4% | -4.9% |
| 30D | -5.8% | -4.9% | -0.9% | -4.5% |
| 3M | -17.2% | -2.3% | -14.9% | -17.2% |
| 6M | -10.4% | -23.7% | +13.3% | -3.4% |
| YTD | -16.5% | -38.5% | +21.9% | -4.0% |
| 1Y | -35.6% | -36.5% | +0.8% | -27.0% |
| 3Y | -14.6% | -28.5% | +13.8% | -8.7% |
| 5Y | +16.5% | -37.4% | +53.8% | +27.7% |
| 10Y | +556.6% | +34.0% | +522.5% | +472.5% |
| All | +556.6% | +34.0% | +522.5% | +472.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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