+371.4%
ASX vs SNAP
-55.0%
+426.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.8% | +6.8% | +8.3% |
| 7D | -12.3% | -7.3% | -4.9% | -10.5% |
| 30D | -26.0% | -18.9% | -7.1% | -22.8% |
| 3M | -8.1% | -5.3% | -2.9% | -7.2% |
| 6M | +1.4% | -16.9% | +18.3% | +4.3% |
| YTD | +115.6% | -37.4% | +153.0% | +130.6% |
| 1Y | +128.0% | -38.5% | +166.5% | +144.5% |
| 3Y | +371.4% | -55.1% | +426.5% | +364.5% |
| All | +371.4% | -55.0% | +426.4% | +364.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling