-90.5%
SNAP vs NVT
+227.9%
-318.4%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.2% |
| 7D | -10.6% | -13.0% | +2.4% | -5.6% |
| 30D | -19.7% | -32.7% | +13.0% | -5.1% |
| 3M | -6.5% | -30.6% | +24.1% | +7.0% |
| 6M | -17.8% | -33.6% | +15.9% | -5.9% |
| YTD | -38.0% | +11.0% | -49.0% | -49.1% |
| 1Y | -42.5% | +0.8% | -43.2% | -50.0% |
| 3Y | -55.8% | +125.7% | -181.5% | -81.7% |
| 5Y | -90.5% | +231.1% | -321.7% | -97.5% |
| All | -90.5% | +227.9% | -318.4% | -97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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