-92.8%
SNAP vs WPM
+254.8%
-347.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -3.0% | -3.8% |
| 7D | +0.7% | +1.1% | -0.3% | +0.5% |
| 30D | +2.6% | +26.4% | -23.7% | -3.0% |
| 3M | -9.9% | +20.8% | -30.7% | -14.2% |
| 6M | +1.9% | +1.1% | +0.7% | +0.3% |
| YTD | -32.2% | +32.5% | -64.7% | -37.1% |
| 1Y | -22.8% | +51.5% | -74.4% | -30.8% |
| 3Y | -47.6% | +267.0% | -314.6% | -64.0% |
| All | -92.8% | +254.8% | -347.6% | -95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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