-78.3%
SNAP vs SPMO
+484.7%
-563.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.1% |
| 7D | -5.0% | +2.7% | -7.7% | -8.0% |
| 30D | -0.7% | +1.1% | -1.8% | -2.5% |
| 3M | -5.0% | +2.0% | -7.1% | -10.2% |
| 6M | +3.5% | +26.5% | -23.0% | -25.5% |
| YTD | -34.2% | +26.5% | -60.7% | -52.6% |
| 1Y | -27.1% | +27.9% | -55.0% | -48.2% |
| 3Y | -43.5% | +160.4% | -203.8% | -83.2% |
| 5Y | -92.9% | +151.5% | -244.4% | -97.7% |
| All | -78.3% | +484.7% | -563.0% | -95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 10y: compounded portfolio wealth divided by compounded SPMO 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…
10y analysis · Full analysis span regression · 6 months rolling