-79.2%
SNAP vs URI
+714.6%
-793.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -7.1% | -6.9% | -11.1% |
| 7D | -10.4% | -12.9% | +2.5% | -5.0% |
| 30D | -11.9% | -3.4% | -8.5% | -10.7% |
| 3M | -4.5% | -10.0% | +5.5% | -0.8% |
| 6M | -16.7% | +12.2% | -28.9% | -21.8% |
| YTD | -36.9% | +29.8% | -66.7% | -46.0% |
| 1Y | -30.3% | +24.6% | -54.9% | -39.3% |
| 3Y | -52.5% | +137.6% | -190.1% | -69.5% |
| 5Y | -90.4% | +176.6% | -267.0% | -94.3% |
| All | -79.2% | +714.6% | -793.8% | -93.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling