+31.7%
SNOW vs AMIX
-100.0%
+131.6%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -9.9% | -16.0% | +6.2% | -9.7% |
| 30D | -17.1% | -55.4% | +38.3% | -16.5% |
| 3M | -13.2% | -87.5% | +74.3% | -11.7% |
| 6M | +97.4% | -81.2% | +178.6% | +94.9% |
| YTD | +25.8% | -86.8% | +112.6% | +24.5% |
| 1Y | +4.2% | -91.6% | +95.8% | +3.4% |
| All | +31.7% | -100.0% | +131.6% | +51.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling