+38.9%
SNOW vs AMIX
-100.0%
+138.8%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -2.6% |
| 7D | +5.5% | -9.9% | +15.3% | +5.6% |
| 30D | -13.2% | -52.8% | +39.6% | -12.6% |
| 3M | -13.7% | -80.0% | +66.3% | -12.6% |
| 6M | +91.0% | -80.2% | +171.2% | +88.1% |
| YTD | +32.7% | -88.1% | +120.8% | +31.4% |
| 1Y | +13.3% | -91.1% | +104.3% | +12.2% |
| All | +38.9% | -100.0% | +138.8% | +60.4% |
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