+286.7%
SMH vs SNAP
-43.9%
+330.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.3% |
| 7D | +5.2% | +1.5% | +3.7% | +4.8% |
| 30D | -1.5% | +1.9% | -3.4% | -2.4% |
| 3M | -4.1% | -3.9% | -0.2% | -4.2% |
| 6M | +50.8% | +5.2% | +45.5% | +46.2% |
| YTD | +59.3% | -32.7% | +92.0% | +69.5% |
| 1Y | +94.1% | -24.8% | +118.9% | +100.6% |
| 3Y | +286.7% | -42.2% | +328.9% | +267.3% |
| All | +286.7% | -43.9% | +330.6% | +267.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling