-78.3%
SNAP vs AEIS
+361.0%
-439.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.7% |
| 7D | -5.0% | +6.5% | -11.5% | -7.6% |
| 30D | -0.7% | -9.2% | +8.4% | +2.1% |
| 3M | -5.0% | -8.3% | +3.3% | -5.5% |
| 6M | +3.5% | -6.3% | +9.8% | -0.3% |
| YTD | -34.2% | +36.5% | -70.7% | -47.9% |
| 1Y | -27.1% | +84.8% | -111.8% | -51.1% |
| 3Y | -43.5% | +176.6% | -220.0% | -69.3% |
| 5Y | -92.9% | +237.1% | -330.0% | -96.4% |
| All | -78.3% | +361.0% | -439.3% | -90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling