+54.8%
UBER vs SNPS
-14.2%
+69.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.4% |
| 7D | -2.8% | -5.5% | +2.7% | -1.4% |
| 30D | -2.5% | -5.8% | +3.2% | -1.6% |
| 3M | +4.4% | -17.2% | +21.6% | +9.0% |
| 6M | -2.7% | -10.4% | +7.7% | -1.4% |
| YTD | -10.5% | -16.5% | +6.0% | -8.1% |
| 1Y | -22.5% | -35.6% | +13.1% | -16.7% |
| 3Y | +54.8% | -14.6% | +69.4% | +28.4% |
| All | +54.8% | -14.2% | +69.0% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 3y: compounded portfolio wealth divided by compounded SNPS 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…
3y analysis · Full analysis span regression · 6 months rolling