-90.5%
SNAP vs IBN
+73.5%
-164.0%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.5% |
| 7D | +6.0% | +1.9% | +4.2% | +4.6% |
| 30D | -13.8% | +22.1% | -35.9% | -26.8% |
| 3M | -0.8% | +17.1% | -17.9% | -12.8% |
| 6M | -6.2% | +35.5% | -41.8% | -26.9% |
| YTD | -34.8% | +16.8% | -51.6% | -43.2% |
| 1Y | -38.7% | +12.4% | -51.1% | -44.9% |
| 3Y | -53.5% | +58.0% | -111.5% | -71.3% |
| All | -90.5% | +73.5% | -164.0% | -94.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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