-11.8%
BA vs SNPS
-10.0%
-1.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.8% |
| 7D | 0.0% | -0.6% | +0.7% | +0.1% |
| 30D | -8.9% | -9.8% | +0.9% | -7.8% |
| 3M | -25.5% | +11.7% | -37.2% | -27.0% |
| 6M | -27.0% | -10.9% | -16.0% | -26.2% |
| YTD | -20.1% | -2.1% | -18.1% | -21.0% |
| 1Y | -11.0% | +14.8% | -25.8% | -14.0% |
| 3Y | -11.8% | -11.3% | -0.5% | -14.9% |
| All | -11.8% | -10.0% | -1.8% | -14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling