-92.8%
SNAP vs SPXU
-86.1%
-6.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.3% | -3.2% |
| 7D | +0.7% | -0.1% | +0.9% | +0.8% |
| 30D | +2.6% | +0.8% | +1.8% | +3.5% |
| 3M | -9.9% | -4.7% | -5.2% | -10.4% |
| 6M | +1.9% | -29.6% | +31.5% | -15.1% |
| YTD | -32.2% | -29.9% | -2.3% | -42.8% |
| 1Y | -22.8% | -39.1% | +16.2% | -39.8% |
| 3Y | -47.6% | -80.0% | +32.4% | -76.3% |
| All | -92.8% | -86.1% | -6.7% | -96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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