+50.8%
SNOW vs AHR
+356.1%
-305.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.1% |
| 7D | -2.4% | -2.1% | -0.3% | -2.1% |
| 30D | -1.0% | +1.9% | -2.9% | -1.4% |
| 3M | +36.9% | +15.7% | +21.2% | +32.6% |
| 6M | +83.4% | +2.5% | +80.8% | +82.1% |
| YTD | +50.0% | +15.0% | +35.0% | +42.2% |
| 1Y | +46.5% | +28.1% | +18.4% | +32.8% |
| All | +50.8% | +356.1% | -305.3% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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