-92.8%
SNAP vs XHB
+37.5%
-130.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.9% |
| 7D | +0.7% | -1.3% | +2.0% | +1.9% |
| 30D | +2.6% | -6.9% | +9.5% | +9.4% |
| 3M | -9.9% | -1.3% | -8.6% | -9.7% |
| 6M | +1.9% | -6.8% | +8.7% | +6.7% |
| YTD | -32.2% | +0.7% | -32.9% | -35.1% |
| 1Y | -22.8% | -11.2% | -11.6% | -17.0% |
| 3Y | -47.6% | +25.3% | -72.9% | -63.1% |
| All | -92.8% | +37.5% | -130.4% | -95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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