+66.3%
UBER vs SNAP
-52.2%
+118.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -1.6% |
| 7D | +0.5% | +2.6% | -2.1% | -0.3% |
| 30D | -3.1% | -19.6% | +16.5% | +2.4% |
| 3M | -8.3% | +0.4% | -8.7% | -9.4% |
| 6M | -9.5% | -5.9% | -3.5% | -9.7% |
| YTD | -15.4% | -35.3% | +19.9% | -7.9% |
| 1Y | -26.1% | -42.6% | +16.4% | -17.0% |
| 3Y | +34.0% | -53.9% | +87.9% | +42.9% |
| 5Y | +53.2% | -90.3% | +143.5% | +122.1% |
| All | +66.3% | -52.2% | +118.5% | -5.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling