-79.7%
SNAP vs URI
+723.8%
-803.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -3.0% |
| 7D | -7.1% | -9.8% | +2.7% | -3.0% |
| 30D | -14.6% | +1.7% | -16.4% | -15.2% |
| 3M | -5.0% | -9.1% | +4.1% | -1.7% |
| 6M | -18.8% | +9.9% | -28.7% | -23.1% |
| YTD | -38.5% | +31.2% | -69.8% | -47.6% |
| 1Y | -38.1% | +25.9% | -64.0% | -46.3% |
| 3Y | -53.8% | +147.4% | -201.2% | -70.8% |
| 5Y | -90.7% | +179.7% | -270.4% | -94.5% |
| All | -79.7% | +723.8% | -803.5% | -93.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling