+1,222.9%
SOXX vs SNAP
-77.9%
+1,300.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.1% |
| 7D | +6.1% | -5.0% | +11.1% | +7.0% |
| 30D | +0.5% | -0.7% | +1.2% | +0.2% |
| 3M | -5.3% | -5.0% | -0.3% | -5.3% |
| 6M | +58.3% | +3.5% | +54.8% | +54.8% |
| YTD | +76.8% | -34.2% | +111.0% | +86.9% |
| 1Y | +114.6% | -27.1% | +141.7% | +121.8% |
| 3Y | +229.6% | -43.5% | +273.1% | +236.9% |
| 5Y | +257.3% | -92.9% | +350.2% | +357.2% |
| All | +1,222.9% | -77.9% | +1,300.8% | +1,061.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 all: compounded portfolio wealth divided by compounded SNAP 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…
all analysis · Full analysis span regression · 6 months rolling