+493.4%
AMZN vs SNAP
-77.0%
+570.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.0% | -4.2% | -0.9% |
| 7D | -2.7% | -3.2% | +0.5% | -2.2% |
| 30D | -7.5% | +0.2% | -7.7% | -7.8% |
| 3M | +5.8% | +2.6% | +3.2% | +4.4% |
| 6M | +17.5% | +12.4% | +5.1% | +13.3% |
| YTD | +9.1% | -31.6% | +40.7% | +14.7% |
| 1Y | +9.4% | -21.7% | +31.1% | +11.5% |
| 3Y | +82.2% | -41.2% | +123.4% | +83.9% |
| 5Y | +45.2% | -92.6% | +137.8% | +79.7% |
| All | +493.4% | -77.0% | +570.4% | +445.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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