+67.6%
UBER vs SNPS
+285.2%
-217.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.6% |
| 7D | +1.6% | +1.1% | +0.6% | +1.1% |
| 30D | +0.6% | -5.2% | +5.7% | +2.4% |
| 3M | -8.2% | +10.6% | -18.7% | -14.8% |
| 6M | -6.7% | -10.6% | +3.9% | -5.1% |
| YTD | -14.7% | -3.1% | -11.6% | -18.2% |
| 1Y | -24.1% | +15.6% | -39.6% | -33.8% |
| 3Y | +33.4% | -12.9% | +46.3% | +14.9% |
| 5Y | +54.5% | +31.2% | +23.3% | -4.0% |
| All | +67.6% | +285.2% | -217.5% | -57.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling