-79.4%
SNAP vs GEN
+113.2%
-192.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -7.3% | -0.3% | -7.0% | -7.1% |
| 30D | -18.9% | +28.2% | -47.1% | -27.6% |
| 3M | -5.3% | +2.6% | -7.9% | -7.6% |
| 6M | -16.9% | +32.7% | -49.6% | -27.6% |
| YTD | -37.4% | +11.3% | -48.7% | -41.5% |
| 1Y | -38.5% | +17.9% | -56.4% | -43.9% |
| 3Y | -55.1% | +66.3% | -121.4% | -65.6% |
| 5Y | -90.8% | +31.7% | -122.5% | -92.3% |
| All | -79.4% | +113.2% | -192.6% | -84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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