+805.4%
ASX vs SNAP
-78.1%
+883.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.2% |
| 7D | +12.4% | +6.0% | +6.3% | +11.5% |
| 30D | -19.8% | -13.8% | -6.0% | -17.9% |
| 3M | -10.3% | -0.8% | -9.6% | -10.3% |
| 6M | +1.2% | -6.2% | +7.5% | +1.6% |
| YTD | +123.0% | -34.8% | +157.8% | +133.4% |
| 1Y | +145.4% | -38.7% | +184.1% | +159.0% |
| 3Y | +368.6% | -53.5% | +422.1% | +388.8% |
| 5Y | +486.0% | -90.2% | +576.2% | +579.0% |
| All | +805.4% | -78.1% | +883.5% | +736.0% |
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