-79.4%
SNAP vs AEIS
+254.1%
-333.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +11.3% | -9.5% | -2.8% |
| 7D | -7.3% | +1.0% | -8.3% | -8.5% |
| 30D | -18.9% | -24.0% | +5.1% | -10.8% |
| 3M | -5.3% | -32.5% | +27.3% | +7.2% |
| 6M | -16.9% | -38.6% | +21.6% | -5.6% |
| YTD | -37.4% | +4.8% | -42.3% | -46.2% |
| 1Y | -38.5% | +1.3% | -39.8% | -46.5% |
| 3Y | -55.1% | +159.2% | -214.3% | -75.7% |
| 5Y | -90.8% | +140.8% | -231.6% | -94.9% |
| All | -79.4% | +254.1% | -333.5% | -90.5% |
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