-92.8%
SNAP vs URI
+200.7%
-293.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.6% | -5.6% | -4.8% |
| 7D | +0.7% | -2.0% | +2.7% | +1.7% |
| 30D | +2.6% | -12.9% | +15.6% | +9.6% |
| 3M | -9.9% | -6.7% | -3.2% | -7.7% |
| 6M | +1.9% | +19.0% | -17.1% | -10.9% |
| YTD | -32.2% | +25.5% | -57.8% | -43.4% |
| 1Y | -22.8% | +5.5% | -28.4% | -28.9% |
| 3Y | -47.6% | +111.3% | -158.9% | -70.7% |
| All | -92.8% | +200.7% | -293.5% | -97.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling