+264.0%
SPOT vs SNAP
-65.1%
+329.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.0% | +0.9% | -2.2% |
| 7D | -0.9% | +0.7% | -1.7% | -1.1% |
| 30D | +12.5% | +2.6% | +9.9% | +11.6% |
| 3M | +9.9% | -9.9% | +19.8% | +11.3% |
| 6M | +1.6% | +1.9% | -0.3% | -1.2% |
| YTD | -6.6% | -32.2% | +25.6% | -0.1% |
| 1Y | -22.9% | -22.8% | -0.1% | -20.7% |
| 3Y | +244.3% | -47.6% | +291.9% | +243.7% |
| 5Y | +117.8% | -92.7% | +210.5% | +208.6% |
| All | +264.0% | -65.1% | +329.1% | +208.8% |
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