-78.7%
SNAP vs AEIS
+269.4%
-348.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.8% |
| 7D | +2.6% | +23.2% | -20.7% | -6.1% |
| 30D | -19.6% | -17.0% | -2.6% | -14.5% |
| 3M | +0.4% | -32.2% | +32.5% | +13.7% |
| 6M | -5.9% | -32.6% | +26.6% | +2.7% |
| YTD | -35.3% | +9.4% | -44.7% | -45.3% |
| 1Y | -42.6% | +7.7% | -50.2% | -51.3% |
| 3Y | -53.9% | +157.9% | -211.8% | -75.0% |
| 5Y | -90.3% | +154.8% | -245.0% | -94.7% |
| All | -78.7% | +269.4% | -348.1% | -90.3% |
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