+96.1%
PSX vs SNAP
-41.1%
+137.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.9% | +1.5% |
| 7D | +6.4% | +2.6% | +3.9% | +6.5% |
| 30D | -10.2% | -19.6% | +9.4% | -11.0% |
| 3M | +17.2% | +0.4% | +16.8% | +17.7% |
| 6M | +51.8% | -5.9% | +57.7% | +52.4% |
| YTD | +108.0% | -35.3% | +143.3% | +111.4% |
| 1Y | +96.1% | -42.6% | +138.7% | +111.5% |
| All | +96.1% | -41.1% | +137.2% | +111.5% |
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