+29.6%
SNOW vs AEE
+61.1%
-31.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -2.4% | -0.8% | -1.7% | -2.5% |
| 30D | -1.0% | -2.9% | +1.9% | -1.1% |
| 3M | +36.9% | -2.4% | +39.3% | +36.8% |
| 6M | +83.4% | -2.7% | +86.1% | +83.1% |
| YTD | +50.0% | +7.3% | +42.7% | +48.6% |
| 1Y | +46.5% | +7.5% | +39.0% | +45.0% |
| 3Y | +93.3% | +46.2% | +47.1% | +86.8% |
| 5Y | +3.3% | +39.7% | -36.4% | +0.7% |
| All | +29.6% | +61.1% | -31.6% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling