-90.5%
SNAP vs GEN
+33.3%
-123.9%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | -0.4% |
| 7D | +6.0% | +2.0% | +4.0% | +5.0% |
| 30D | -13.8% | +27.7% | -41.5% | -24.7% |
| 3M | -0.8% | +3.3% | -4.0% | -3.8% |
| 6M | -6.2% | +31.8% | -38.0% | -20.9% |
| YTD | -34.8% | +13.5% | -48.3% | -40.8% |
| 1Y | -38.7% | +16.0% | -54.7% | -45.0% |
| 3Y | -53.5% | +70.6% | -124.0% | -69.1% |
| All | -90.5% | +33.3% | -123.9% | -94.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling