+143.3%
AAPL vs SNOW
-24.5%
+167.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.0% | +0.8% |
| 7D | +4.1% | +5.5% | -1.3% | +3.3% |
| 30D | +4.0% | -13.2% | +17.1% | +6.0% |
| 3M | +16.8% | -13.7% | +30.5% | +18.7% |
| 6M | +19.4% | +91.0% | -71.6% | +4.7% |
| YTD | +31.5% | +32.7% | -1.2% | +21.6% |
| 1Y | +31.0% | +13.3% | +17.7% | +24.6% |
| 3Y | +95.3% | +83.4% | +11.9% | +61.3% |
| All | +143.3% | -24.5% | +167.9% | +110.9% |
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