-90.5%
SNAP vs BEN
+28.2%
-118.8%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.4% |
| 7D | +6.0% | +6.8% | -0.7% | +0.2% |
| 30D | -13.8% | +18.0% | -31.8% | -24.8% |
| 3M | -0.8% | +7.5% | -8.2% | -6.8% |
| 6M | -6.2% | +14.7% | -20.9% | -16.9% |
| YTD | -34.8% | +56.1% | -90.9% | -55.8% |
| 1Y | -38.7% | +69.6% | -108.3% | -61.3% |
| 3Y | -53.5% | +87.7% | -141.1% | -75.0% |
| All | -90.5% | +28.2% | -118.8% | -92.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling