+7.0%
WMT vs SNAP
-24.3%
+31.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.9% | -1.3% |
| 7D | +3.9% | +0.7% | +3.2% | +4.0% |
| 30D | -4.4% | +2.6% | -7.0% | -4.2% |
| 3M | -8.8% | -9.9% | +1.1% | -9.2% |
| 6M | -15.6% | +1.9% | -17.5% | -15.7% |
| YTD | -3.2% | -32.2% | +29.0% | -5.1% |
| 1Y | +7.0% | -22.8% | +29.9% | +4.3% |
| All | +7.0% | -24.3% | +31.4% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling