+104.9%
PSX vs SNAP
-25.5%
+130.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.6% |
| 7D | +2.8% | +1.5% | +1.3% | +2.9% |
| 30D | +27.8% | +1.9% | +25.9% | +27.8% |
| 3M | +42.0% | -3.9% | +45.9% | +42.3% |
| 6M | +58.1% | +5.2% | +52.9% | +60.9% |
| YTD | +105.0% | -32.7% | +137.7% | +112.2% |
| 1Y | +104.9% | -24.8% | +129.7% | +112.1% |
| All | +104.9% | -25.5% | +130.4% | +112.1% |
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