+44.2%
BMY vs SNPS
-10.9%
+55.1%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.0% |
| 7D | +1.8% | -0.6% | +2.4% | +1.8% |
| 30D | +6.2% | -9.8% | +16.0% | +6.0% |
| 3M | -2.1% | +11.7% | -13.9% | -1.8% |
| 6M | +14.3% | -10.9% | +25.2% | +14.3% |
| YTD | +21.6% | -2.1% | +23.7% | +21.7% |
| 1Y | +38.8% | +14.8% | +24.0% | +39.1% |
| All | +44.2% | -10.9% | +55.1% | +43.4% |
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