-0.9%
BA vs SNPS
+17.0%
-18.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.4% | +6.2% | +2.0% |
| 7D | +1.2% | -11.0% | +12.2% | +3.8% |
| 30D | -11.6% | -1.7% | -9.9% | -11.7% |
| 3M | -2.4% | -20.4% | +18.0% | +2.3% |
| 6M | -6.6% | -8.6% | +2.0% | -6.1% |
| YTD | -2.2% | -16.2% | +13.9% | 0.0% |
| 1Y | -8.0% | -34.6% | +26.6% | -2.8% |
| 3Y | -5.0% | -14.5% | +9.5% | -14.7% |
| All | -0.9% | +17.0% | -18.0% | -24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling