-92.7%
SNAP vs JBL
+405.9%
-498.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -1.0% |
| 7D | +1.5% | +4.4% | -2.9% | -0.9% |
| 30D | +1.9% | -8.4% | +10.3% | +5.9% |
| 3M | -3.9% | -14.2% | +10.3% | +2.2% |
| 6M | +5.2% | +29.6% | -24.4% | -14.1% |
| YTD | -32.7% | +37.1% | -69.8% | -47.9% |
| 1Y | -24.8% | +49.5% | -74.3% | -46.0% |
| 3Y | -42.2% | +192.7% | -234.8% | -77.5% |
| 5Y | -92.7% | +411.3% | -504.0% | -98.4% |
| All | -92.7% | +405.9% | -498.6% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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