+82.2%
UBER vs SNPS
+233.3%
-151.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.1% | +2.3% |
| 7D | -3.9% | -11.0% | +7.1% | +1.4% |
| 30D | +11.1% | -1.7% | +12.9% | +10.7% |
| 3M | +4.9% | -20.4% | +25.3% | +15.1% |
| 6M | -1.2% | -8.6% | +7.5% | -0.1% |
| YTD | -7.3% | -16.2% | +8.9% | -3.3% |
| 1Y | -17.6% | -34.6% | +16.9% | -9.5% |
| 3Y | +61.1% | -14.5% | +75.5% | +38.0% |
| 5Y | +87.9% | +17.0% | +70.9% | +24.0% |
| All | +82.2% | +233.3% | -151.0% | -49.4% |
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 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