+574.2%
SNPS vs BN
+257.9%
+316.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +1.3% |
| 7D | -5.5% | -3.0% | -2.5% | -3.9% |
| 30D | -4.5% | -13.0% | +8.5% | +2.9% |
| 3M | -15.5% | -15.2% | -0.3% | -7.7% |
| 6M | -10.1% | -5.9% | -4.1% | -7.6% |
| YTD | -16.3% | -15.8% | -0.5% | -8.8% |
| 1Y | -34.9% | -12.2% | -22.8% | -30.9% |
| 3Y | -14.4% | +72.2% | -86.6% | -37.1% |
| 5Y | +17.9% | +33.2% | -15.3% | -2.3% |
| 10Y | +574.2% | +264.7% | +309.6% | +230.9% |
| All | +574.2% | +257.9% | +316.3% | +230.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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