+35.4%
BX vs SNPS
-11.8%
+47.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.6% | +3.0% | +1.8% |
| 7D | +0.6% | +1.1% | -0.5% | +0.3% |
| 30D | +14.2% | -5.2% | +19.4% | +15.4% |
| 3M | -18.7% | +10.6% | -29.3% | -21.5% |
| 6M | +2.5% | -10.6% | +13.1% | +4.2% |
| YTD | -18.8% | -3.1% | -15.7% | -19.7% |
| 1Y | -10.3% | +15.6% | -25.9% | -15.2% |
| 3Y | +35.4% | -12.9% | +48.3% | +19.1% |
| All | +35.4% | -11.8% | +47.2% | +19.1% |
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 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