+391.8%
BAC vs SNPS
+554.7%
-162.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | +1.2% | -5.5% | +6.7% | +2.6% |
| 30D | -0.7% | -5.8% | +5.0% | +0.2% |
| 3M | +16.9% | -17.2% | +34.1% | +21.8% |
| 6M | +29.6% | -10.4% | +40.0% | +31.2% |
| YTD | +15.3% | -16.5% | +31.8% | +18.3% |
| 1Y | +28.8% | -35.6% | +64.5% | +36.9% |
| 3Y | +136.4% | -14.6% | +151.0% | +116.4% |
| 5Y | +72.9% | +16.5% | +56.4% | +34.4% |
| 10Y | +391.8% | +556.6% | -164.8% | +60.8% |
| All | +391.8% | +554.7% | -162.9% | +60.8% |
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