+1,122.0%
DELL vs SNAP
-92.9%
+1,214.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.0% |
| 7D | +25.6% | +1.5% | +24.1% | +25.4% |
| 30D | +17.7% | +1.9% | +15.8% | +17.1% |
| 3M | +33.4% | -3.9% | +37.3% | +33.4% |
| 6M | +266.2% | +5.2% | +261.0% | +259.3% |
| YTD | +328.0% | -32.7% | +360.7% | +344.5% |
| 1Y | +339.6% | -24.8% | +364.4% | +348.4% |
| 3Y | +694.6% | -42.2% | +736.8% | +713.1% |
| 5Y | +1,122.0% | -92.7% | +1,214.7% | +1,208.6% |
| All | +1,122.0% | -92.9% | +1,214.9% | +1,208.6% |
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