+24.3%
BMY vs SNPS
+16.9%
+7.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | -4.8% | -5.5% | +0.7% | -4.8% |
| 30D | -0.7% | -4.5% | +3.8% | -0.7% |
| 3M | +15.3% | -15.5% | +30.8% | +15.3% |
| 6M | +8.5% | -10.1% | +18.6% | +8.4% |
| YTD | +23.4% | -16.3% | +39.7% | +23.4% |
| 1Y | +42.9% | -34.9% | +77.9% | +42.8% |
| 3Y | +22.0% | -14.4% | +36.3% | +20.3% |
| 5Y | +24.3% | +17.9% | +6.4% | +16.5% |
| All | +24.3% | +16.9% | +7.4% | +16.5% |
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