+124.8%
AAPL vs SNOW
+2.5%
+122.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +3.6% |
| 7D | -0.5% | -7.5% | +7.0% | +0.7% |
| 30D | +7.1% | -1.3% | +8.4% | +7.0% |
| 3M | +12.1% | +37.4% | -25.3% | +5.9% |
| 6M | +25.4% | +88.1% | -62.6% | +10.2% |
| YTD | +20.5% | +50.3% | -29.9% | +9.6% |
| 1Y | +44.5% | +46.0% | -1.5% | +31.7% |
| 3Y | +85.8% | +98.7% | -12.9% | +51.9% |
| 5Y | +124.8% | +3.5% | +121.2% | +84.2% |
| All | +124.8% | +2.5% | +122.3% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNOW.
Daily Out/Under-Performance
Portfolio return minus SNOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNOW 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 SNOW 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