-90.0%
SNAP vs SPMO
+119.2%
-209.2%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +3.7% | +3.1% | +2.3% |
| 7D | -9.8% | +1.8% | -11.6% | -11.3% |
| 30D | -18.2% | -10.0% | -8.2% | -6.7% |
| 3M | -3.1% | -9.4% | +6.3% | +8.3% |
| 6M | -7.1% | -7.7% | +0.6% | -3.4% |
| YTD | -33.8% | +13.3% | -47.2% | -49.3% |
| 1Y | -39.0% | +12.7% | -51.7% | -52.9% |
| 3Y | -52.8% | +127.5% | -180.3% | -88.9% |
| 5Y | -90.0% | +119.7% | -209.6% | -97.4% |
| All | -90.0% | +119.2% | -209.2% | -97.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling