+41.1%
SNOW vs AMIX
-99.9%
+141.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +8.8% | -7.2% | +1.5% |
| 7D | +0.2% | +11.4% | -11.2% | +0.1% |
| 30D | -19.8% | -40.5% | +20.7% | -19.5% |
| 3M | -11.6% | -80.1% | +68.5% | -10.4% |
| 6M | +94.0% | -74.8% | +168.8% | +90.8% |
| YTD | +34.8% | -84.0% | +118.8% | +33.2% |
| 1Y | +10.1% | -89.7% | +99.9% | +9.1% |
| All | +41.1% | -99.9% | +141.1% | +62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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