+2,212.6%
DELL vs SNAP
-77.7%
+2,290.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +6.8% | +5.0% | +10.8% |
| 7D | +0.4% | -9.8% | +10.2% | +2.0% |
| 30D | -35.1% | -18.2% | -16.9% | -33.2% |
| 3M | -15.1% | -3.1% | -12.1% | -14.9% |
| 6M | +51.7% | -7.1% | +58.9% | +52.2% |
| YTD | +200.0% | -33.8% | +233.8% | +212.6% |
| 1Y | +172.1% | -39.0% | +211.2% | +186.7% |
| 3Y | +431.2% | -52.8% | +484.0% | +454.8% |
| 5Y | +633.1% | -90.0% | +723.1% | +742.9% |
| All | +2,212.6% | -77.7% | +2,290.3% | +1,924.7% |
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