-92.8%
SNAP vs GEN
+24.6%
-117.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.2% | -1.9% | -2.8% |
| 7D | +0.7% | -1.2% | +1.9% | +1.5% |
| 30D | +2.6% | +10.1% | -7.5% | -2.8% |
| 3M | -9.9% | +16.1% | -26.0% | -17.1% |
| 6M | +1.9% | +38.9% | -37.0% | -15.9% |
| YTD | -32.2% | +14.4% | -46.7% | -37.9% |
| 1Y | -22.8% | +5.9% | -28.7% | -26.4% |
| 3Y | -47.6% | +58.8% | -106.4% | -62.7% |
| All | -92.8% | +24.6% | -117.5% | -95.2% |
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