-38.7%
SNAP vs IJH
+14.5%
-53.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | +6.0% | +2.3% | +3.8% | +2.8% |
| 30D | -13.8% | +2.1% | -15.8% | -15.2% |
| 3M | -0.8% | -5.7% | +4.9% | +7.7% |
| 6M | -6.2% | +1.4% | -7.7% | -6.9% |
| YTD | -34.8% | +12.6% | -47.5% | -42.3% |
| 1Y | -38.7% | +16.1% | -54.8% | -46.9% |
| All | -38.7% | +14.5% | -53.2% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 1y: compounded portfolio wealth divided by compounded IJH 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…
1y analysis · Full analysis span regression · 6 months rolling