+26.8%
BA vs SNPS
+687.7%
-660.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.5% |
| 7D | -1.4% | -0.2% | -1.2% | -1.4% |
| 30D | -7.9% | -8.0% | +0.1% | -5.7% |
| 3M | -25.2% | +12.5% | -37.6% | -29.3% |
| 6M | -26.7% | -10.5% | -16.3% | -25.6% |
| YTD | -19.6% | -1.6% | -18.0% | -22.2% |
| 1Y | -10.6% | +16.8% | -27.4% | -19.2% |
| 3Y | -11.2% | -10.9% | -0.3% | -22.2% |
| 5Y | -20.4% | +35.8% | -56.2% | -47.4% |
| 10Y | +26.8% | +675.0% | -648.2% | -68.2% |
| All | +26.8% | +687.7% | -660.9% | -68.2% |
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