+528.9%
AMZN vs SNAP
-79.0%
+607.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.8% | +1.1% | +2.6% |
| 7D | +8.7% | -7.3% | +16.0% | +10.0% |
| 30D | +1.7% | -18.9% | +20.7% | +5.4% |
| 3M | -2.8% | -5.3% | +2.5% | -2.4% |
| 6M | -2.1% | -16.9% | +14.8% | -0.1% |
| YTD | +15.6% | -37.4% | +53.1% | +23.1% |
| 1Y | +9.2% | -38.5% | +47.7% | +16.4% |
| 3Y | +89.9% | -55.1% | +144.9% | +100.7% |
| 5Y | +49.3% | -90.8% | +140.1% | +81.1% |
| All | +528.9% | -79.0% | +607.8% | +485.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling