Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SNAP vs AGI✓SelectedUSD · AGISNAP vs AGI performance historyLatest closeAs of-2.21%09/09
Stock and ETF performance explorer

SNAP vs AGI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-78.3%
AGI return
+453.9%
Excess return
-532.2%
Maximum drawdown
-95.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioAGIExcessAlpha
1D-2.2%+1.3%-3.5%-2.3%
7D-5.0%+2.2%-7.2%-5.2%
30D-0.7%+11.3%-12.0%-1.8%
3M-5.0%+5.6%-10.7%-5.7%
6M+3.5%-27.7%+31.2%+6.3%
YTD-34.2%-4.1%-30.1%-34.2%
1Y-27.1%+13.8%-40.9%-28.3%
3Y-43.5%+217.0%-260.5%-49.7%
5Y-92.9%+404.3%-497.2%-93.9%
All-78.3%+453.9%-532.2%-80.7%

Cumulative growth

Daily Returns

Daily percentage return beside AGI.

Daily Out/Under-Performance

Portfolio return minus AGI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × AGI 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 AGI 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