+855.3%
ASX vs SNAP
-77.2%
+932.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.2% | +0.8% |
| 7D | -0.7% | +0.7% | -1.5% | -0.9% |
| 30D | +2.0% | +2.6% | -0.6% | +1.3% |
| 3M | -1.3% | -9.9% | +8.5% | -0.4% |
| 6M | +71.4% | +1.9% | +69.6% | +69.1% |
| YTD | +135.3% | -32.2% | +167.5% | +144.6% |
| 1Y | +267.5% | -22.8% | +290.3% | +273.6% |
| 3Y | +388.5% | -47.6% | +436.1% | +399.9% |
| 5Y | +417.1% | -92.7% | +509.8% | +515.3% |
| All | +855.3% | -77.2% | +932.5% | +776.0% |
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 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