-53.8%
SNAP vs IAU
+103.2%
-157.0%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.7% | -2.2% |
| 7D | -7.1% | +4.7% | -11.9% | -8.9% |
| 30D | -14.6% | -0.9% | -13.7% | -14.3% |
| 3M | -5.0% | -4.4% | -0.6% | -3.2% |
| 6M | -18.8% | -13.5% | -5.3% | -14.1% |
| YTD | -38.5% | -5.9% | -32.6% | -36.1% |
| 1Y | -38.1% | +1.9% | -40.0% | -37.0% |
| 3Y | -53.8% | +104.1% | -157.8% | -65.3% |
| All | -53.8% | +103.2% | -157.0% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 3y: compounded portfolio wealth divided by compounded IAU 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…
3y analysis · Full analysis span regression · 6 months rolling