+22.3%
UPS vs SNAP
-41.1%
+63.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.6% |
| 7D | -0.6% | +2.6% | -3.1% | -0.8% |
| 30D | +16.4% | -19.6% | +36.0% | +18.2% |
| 3M | +7.9% | +0.4% | +7.5% | +7.5% |
| 6M | +15.8% | -5.9% | +21.8% | +16.0% |
| YTD | +16.6% | -35.3% | +51.9% | +13.9% |
| 1Y | +22.3% | -42.6% | +64.9% | +19.9% |
| All | +22.3% | -41.1% | +63.4% | +19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling