+3.6%
SNOW vs BMY
+22.7%
-19.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | +8.4% | -4.8% | +13.2% | +8.3% |
| 30D | -1.0% | -0.7% | -0.3% | -0.9% |
| 3M | +38.3% | +15.3% | +23.0% | +38.8% |
| 6M | +81.3% | +8.5% | +72.8% | +81.9% |
| YTD | +51.1% | +23.4% | +27.7% | +51.3% |
| 1Y | +47.0% | +42.9% | +4.0% | +46.8% |
| 3Y | +99.7% | +22.0% | +77.8% | +100.0% |
| 5Y | +3.6% | +24.3% | -20.7% | +11.8% |
| All | +3.6% | +22.7% | -19.1% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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