+14.5%
PH vs SNAP
-39.3%
+53.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.4% | +4.2% |
| 7D | +3.0% | -7.3% | +10.4% | +3.3% |
| 30D | -0.6% | -18.9% | +18.3% | -0.1% |
| 3M | -10.7% | -5.3% | -5.5% | -10.8% |
| 6M | +9.1% | -16.9% | +26.0% | +9.9% |
| YTD | +9.5% | -37.4% | +46.9% | +10.1% |
| All | +14.5% | -39.3% | +53.8% | +16.8% |
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