+83.4%
SNOW vs AEE
+65.0%
+18.4%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -2.3% |
| 7D | +5.5% | +1.7% | +3.8% | +5.9% |
| 30D | -13.2% | +9.7% | -22.9% | -11.3% |
| 3M | -13.7% | +5.9% | -19.7% | -12.5% |
| 6M | +91.0% | +6.7% | +84.3% | +94.5% |
| YTD | +32.7% | +17.4% | +15.3% | +34.4% |
| 1Y | +13.3% | +12.7% | +0.6% | +15.0% |
| 3Y | +83.4% | +68.2% | +15.1% | +80.7% |
| All | +83.4% | +65.0% | +18.4% | +80.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling