+60.1%
BMY vs SNPS
+635.4%
-575.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +1.9% |
| 7D | +2.1% | +1.1% | +1.0% | +2.0% |
| 30D | +7.0% | -5.2% | +12.2% | +7.4% |
| 3M | -0.9% | +10.6% | -11.4% | -2.2% |
| 6M | +14.9% | -10.6% | +25.6% | +15.5% |
| YTD | +22.8% | -3.1% | +25.9% | +21.9% |
| 1Y | +36.2% | +15.6% | +20.7% | +32.5% |
| 3Y | +45.7% | -12.9% | +58.6% | +40.2% |
| 5Y | +31.3% | +31.2% | +0.1% | +13.0% |
| All | +60.1% | +635.4% | -575.3% | -22.9% |
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