+334.8%
SMH vs SNOW
+3.0%
+331.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.4% |
| 7D | +4.3% | +8.4% | -4.1% | +1.9% |
| 30D | +0.9% | -1.0% | +1.8% | +0.6% |
| 3M | -2.8% | +38.3% | -41.1% | -11.0% |
| 6M | +45.6% | +81.3% | -35.7% | +20.5% |
| YTD | +59.5% | +51.1% | +8.4% | +38.0% |
| 1Y | +93.4% | +47.0% | +46.5% | +68.2% |
| 3Y | +287.1% | +99.7% | +187.4% | +190.4% |
| All | +334.8% | +3.0% | +331.7% | +252.7% |
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