-79.4%
SNAP vs BEN
+35.8%
-115.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.3% | -4.5% | -1.4% |
| 7D | -7.3% | +12.2% | -19.5% | -12.5% |
| 30D | -18.9% | +12.1% | -31.0% | -23.4% |
| 3M | -5.3% | +7.3% | -12.6% | -8.6% |
| 6M | -16.9% | +17.9% | -34.8% | -23.6% |
| YTD | -37.4% | +55.4% | -92.9% | -49.8% |
| 1Y | -38.5% | +69.3% | -107.8% | -52.6% |
| 3Y | -55.1% | +82.8% | -137.9% | -67.1% |
| 5Y | -90.8% | +28.8% | -119.6% | -92.4% |
| All | -79.4% | +35.8% | -115.2% | -84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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