+415.3%
ASX vs SNAP
-90.7%
+506.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.6% | +9.0% | +6.9% |
| 7D | -19.9% | -7.1% | -12.8% | -18.6% |
| 30D | -30.9% | -14.6% | -16.2% | -28.9% |
| 3M | -15.1% | -5.0% | -10.1% | -14.5% |
| 6M | -6.5% | -18.8% | +12.3% | -3.9% |
| YTD | +98.4% | -38.5% | +137.0% | +110.9% |
| 1Y | +107.9% | -38.1% | +145.9% | +120.4% |
| 3Y | +325.3% | -53.8% | +379.1% | +345.0% |
| All | +415.3% | -90.7% | +506.0% | +550.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling