-70.4%
SNAP vs AMIX
-99.9%
+29.5%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +8.8% | -9.8% | -1.3% |
| 7D | -10.6% | +11.4% | -22.0% | -10.9% |
| 30D | -19.7% | -40.5% | +20.8% | -18.3% |
| 3M | -6.5% | -80.1% | +73.5% | -1.5% |
| 6M | -17.8% | -74.8% | +57.1% | -21.3% |
| YTD | -38.0% | -84.0% | +45.9% | -40.3% |
| 1Y | -42.5% | -89.7% | +47.2% | -44.3% |
| All | -70.4% | -99.9% | +29.5% | -70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 5y: compounded portfolio wealth divided by compounded AMIX 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…
5y analysis · Full analysis span regression · 6 months rolling