+5.5%
SNOW vs ASX
+472.4%
-467.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.1% | -6.6% | -3.1% |
| 7D | +4.9% | +6.3% | -1.4% | +2.1% |
| 30D | +1.5% | +6.4% | -4.9% | -1.6% |
| 3M | +39.5% | +13.1% | +26.4% | +25.6% |
| 6M | +85.9% | +90.3% | -4.4% | +22.1% |
| YTD | +52.9% | +149.6% | -96.7% | -15.0% |
| 1Y | +48.1% | +249.2% | -201.1% | -33.1% |
| 3Y | +102.2% | +445.9% | -343.7% | -38.8% |
| 5Y | +5.5% | +477.7% | -472.3% | -71.7% |
| All | +5.5% | +472.4% | -467.0% | -71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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