+82.2%
UBER vs SNAP
-49.9%
+132.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.8% | +0.9% |
| 7D | -3.9% | +0.7% | -4.6% | -4.2% |
| 30D | +11.1% | +2.6% | +8.5% | +10.0% |
| 3M | +4.9% | -9.9% | +14.8% | +6.9% |
| 6M | -1.2% | +1.9% | -3.0% | -3.7% |
| YTD | -7.3% | -32.2% | +24.9% | +0.5% |
| 1Y | -17.6% | -22.8% | +5.2% | -14.7% |
| 3Y | +61.1% | -47.6% | +108.7% | +66.4% |
| 5Y | +87.9% | -92.7% | +180.6% | +196.6% |
| All | +82.2% | -49.9% | +132.2% | +2.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling