+59.8%
UBER vs SNPS
+30.3%
+29.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.4% |
| 7D | +1.6% | +1.1% | +0.6% | +1.2% |
| 30D | +0.6% | -5.2% | +5.7% | +2.2% |
| 3M | -8.2% | +10.6% | -18.7% | -13.7% |
| 6M | -6.7% | -10.6% | +3.9% | -5.0% |
| YTD | -14.7% | -3.1% | -11.6% | -17.5% |
| 1Y | -24.1% | +15.6% | -39.6% | -32.5% |
| 3Y | +33.4% | -12.9% | +46.3% | +15.4% |
| All | +59.8% | +30.3% | +29.5% | -9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling