-92.8%
SNAP vs IAU
+141.6%
-234.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -3.8% |
| 7D | +0.7% | -0.5% | +1.2% | +0.9% |
| 30D | +2.6% | +4.4% | -1.8% | +1.6% |
| 3M | -9.9% | -1.1% | -8.8% | -9.6% |
| 6M | +1.9% | -13.7% | +15.6% | +4.6% |
| YTD | -32.2% | +2.7% | -35.0% | -31.5% |
| 1Y | -22.8% | +24.6% | -47.5% | -23.4% |
| 3Y | -47.6% | +126.8% | -174.5% | -49.5% |
| All | -92.8% | +141.6% | -234.5% | -93.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling