-42.2%
SNAP vs RRX
+4.1%
-46.3%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.3% | -0.9% |
| 7D | +1.5% | +4.3% | -2.8% | +0.1% |
| 30D | +1.9% | -8.0% | +9.9% | +4.6% |
| 3M | -3.9% | -22.0% | +18.1% | +3.2% |
| 6M | +5.2% | -11.9% | +17.1% | +6.1% |
| YTD | -32.7% | +17.1% | -49.8% | -41.6% |
| 1Y | -24.8% | +14.9% | -39.7% | -34.5% |
| 3Y | -42.2% | +6.9% | -49.1% | -53.3% |
| All | -42.2% | +4.1% | -46.3% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 3y: compounded portfolio wealth divided by compounded RRX 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…
3y analysis · Full analysis span regression · 6 months rolling