+32.5%
EMR vs SNAP
-39.3%
+71.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.8% | +2.6% | +4.1% |
| 7D | +2.1% | -7.3% | +9.5% | +3.3% |
| 30D | +4.8% | -18.9% | +23.7% | +7.6% |
| 3M | +7.5% | -5.3% | +12.7% | +7.5% |
| 6M | +20.9% | -16.9% | +37.8% | +23.4% |
| YTD | +29.2% | -37.4% | +66.6% | +35.2% |
| All | +32.5% | -39.3% | +71.8% | +44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling