+36.2%
UPS vs SNAP
-77.9%
+114.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +1.0% | -1.1% |
| 7D | -3.7% | -5.0% | +1.3% | -3.3% |
| 30D | -3.7% | -0.7% | -3.0% | -3.8% |
| 3M | -6.6% | -5.0% | -1.5% | -6.5% |
| 6M | +2.6% | +3.5% | -0.9% | +1.6% |
| YTD | +4.8% | -34.2% | +39.0% | +7.3% |
| 1Y | +25.3% | -27.1% | +52.3% | +26.9% |
| 3Y | -26.9% | -43.5% | +16.6% | -26.5% |
| 5Y | -33.5% | -92.9% | +59.4% | -27.5% |
| All | +36.2% | -77.9% | +114.1% | +23.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling