+30.9%
BLK vs SNAP
-92.7%
+123.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.0% | -4.9% | -1.4% |
| 7D | -5.2% | -3.2% | -2.0% | -4.8% |
| 30D | -7.0% | +0.2% | -7.2% | -7.2% |
| 3M | +5.7% | +2.6% | +3.1% | +4.7% |
| 6M | +11.0% | +12.4% | -1.4% | +8.2% |
| YTD | +0.9% | -31.6% | +32.5% | +4.2% |
| 1Y | -1.6% | -21.7% | +20.1% | -0.4% |
| 3Y | +64.5% | -41.2% | +105.7% | +64.2% |
| 5Y | +30.9% | -92.6% | +123.4% | +42.2% |
| All | +30.9% | -92.7% | +123.5% | +42.2% |
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