-77.7%
SNAP vs MUB
+22.0%
-99.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.1% | -4.1% |
| 7D | +0.7% | -0.9% | +1.6% | +1.7% |
| 30D | +2.6% | -1.4% | +4.0% | +4.4% |
| 3M | -9.9% | -2.2% | -7.7% | -7.5% |
| 6M | +1.9% | -1.9% | +3.7% | +4.3% |
| YTD | -32.2% | -0.8% | -31.4% | -31.4% |
| 1Y | -22.8% | +2.7% | -25.6% | -24.5% |
| 3Y | -47.6% | +8.6% | -56.2% | -51.3% |
| 5Y | -92.7% | +2.0% | -94.8% | -93.0% |
| All | -77.7% | +22.0% | -99.7% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 all: compounded portfolio wealth divided by compounded MUB 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…
all analysis · Full analysis span regression · 6 months rolling