+705.6%
ASX vs SNAP
-79.3%
+784.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.6% | +9.0% | +6.8% |
| 7D | -19.9% | -7.1% | -12.8% | -18.8% |
| 30D | -30.9% | -14.6% | -16.2% | -29.1% |
| 3M | -15.1% | -5.0% | -10.1% | -14.6% |
| 6M | -6.5% | -18.8% | +12.3% | -4.2% |
| YTD | +98.4% | -38.5% | +137.0% | +109.4% |
| 1Y | +107.9% | -38.1% | +145.9% | +118.9% |
| 3Y | +325.3% | -53.8% | +379.1% | +344.2% |
| 5Y | +447.3% | -90.7% | +538.0% | +538.7% |
| All | +705.6% | -79.3% | +784.9% | +649.9% |
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