+29.6%
SNOW vs AGI
+271.1%
-241.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | -2.4% | -2.7% | +0.3% | -2.0% |
| 30D | -1.0% | +7.2% | -8.2% | -2.2% |
| 3M | +36.9% | +4.3% | +32.6% | +35.4% |
| 6M | +83.4% | -27.1% | +110.4% | +91.1% |
| YTD | +50.0% | -6.6% | +56.6% | +48.6% |
| 1Y | +46.5% | +9.5% | +37.0% | +40.5% |
| 3Y | +93.3% | +208.4% | -115.1% | +49.6% |
| 5Y | +3.3% | +401.6% | -398.4% | -28.5% |
| All | +29.6% | +271.1% | -241.6% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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