+572.5%
SNPS vs BNY
+416.3%
+156.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | 0.0% |
| 7D | +0.9% | -1.3% | +2.2% | +1.5% |
| 30D | -3.6% | -0.2% | -3.5% | -3.6% |
| 3M | -12.9% | +14.9% | -27.8% | -18.0% |
| 6M | -8.2% | +40.0% | -48.2% | -20.4% |
| YTD | -15.4% | +42.0% | -57.4% | -27.2% |
| 1Y | -9.3% | +56.9% | -66.1% | -25.0% |
| 3Y | -14.0% | +289.9% | -303.8% | -49.7% |
| 5Y | +19.5% | +259.2% | -239.7% | -29.3% |
| All | +572.5% | +416.3% | +156.2% | +236.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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