-77.7%
SNAP vs AZO
+303.2%
-380.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.2% |
| 7D | +0.7% | +0.7% | 0.0% | +0.6% |
| 30D | +2.6% | -2.7% | +5.3% | +3.3% |
| 3M | -9.9% | -3.2% | -6.7% | -9.4% |
| 6M | +1.9% | -19.7% | +21.6% | +6.9% |
| YTD | -32.2% | -12.0% | -20.2% | -30.5% |
| 1Y | -22.8% | -29.5% | +6.7% | -16.8% |
| 3Y | -47.6% | +17.3% | -64.9% | -51.6% |
| 5Y | -92.7% | +94.1% | -186.8% | -94.3% |
| All | -77.7% | +303.2% | -380.9% | -86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 all: compounded portfolio wealth divided by compounded AZO 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…
all analysis · Full analysis span regression · 6 months rolling