+28.4%
SNPS vs UAL
+105.1%
-76.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.6% | -0.3% | -3.8% |
| 7D | -10.2% | +5.0% | -15.2% | -11.3% |
| 30D | -12.8% | -1.2% | -11.6% | -12.7% |
| 3M | +9.9% | -16.8% | +26.6% | +14.3% |
| 6M | -12.4% | +18.0% | -30.3% | -16.9% |
| YTD | -6.3% | -1.2% | -5.1% | -8.0% |
| 1Y | +7.6% | +14.3% | -6.7% | +1.8% |
| 3Y | -9.8% | +194.6% | -204.3% | -36.6% |
| All | +28.4% | +105.1% | -76.7% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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