+231.6%
RTX vs SNAP
-79.3%
+310.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.3% | -1.1% |
| 7D | -5.1% | -7.1% | +2.0% | -4.7% |
| 30D | +5.1% | -14.6% | +19.8% | +6.1% |
| 3M | -14.8% | -5.0% | -9.8% | -14.8% |
| 6M | +8.0% | -18.8% | +26.9% | +8.8% |
| YTD | +4.5% | -38.5% | +43.0% | +6.7% |
| 1Y | +9.8% | -38.1% | +47.9% | +12.1% |
| 3Y | +144.2% | -53.8% | +198.0% | +145.3% |
| 5Y | +131.4% | -90.7% | +222.1% | +150.7% |
| All | +231.6% | -79.3% | +310.9% | +174.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling