+23.3%
BA vs SNPS
+635.4%
-612.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.5% |
| 7D | -1.1% | +1.1% | -2.1% | -1.5% |
| 30D | -7.1% | -5.2% | -2.0% | -5.9% |
| 3M | -25.5% | +10.6% | -36.1% | -29.3% |
| 6M | -28.7% | -10.6% | -18.1% | -27.6% |
| YTD | -21.0% | -3.1% | -17.9% | -23.2% |
| 1Y | -11.9% | +15.6% | -27.4% | -20.1% |
| 3Y | -16.2% | -12.9% | -3.2% | -25.9% |
| 5Y | -22.4% | +31.2% | -53.6% | -47.8% |
| All | +23.3% | +635.4% | -612.1% | -68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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