+29.6%
SNOW vs AU
+309.4%
-279.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | -2.4% | -4.3% | +1.8% | -1.9% |
| 30D | -1.0% | +7.3% | -8.3% | -1.9% |
| 3M | +36.9% | +26.3% | +10.5% | +32.6% |
| 6M | +83.4% | +1.8% | +81.6% | +80.8% |
| YTD | +50.0% | +26.8% | +23.2% | +42.9% |
| 1Y | +46.5% | +66.7% | -20.2% | +34.1% |
| 3Y | +93.3% | +579.1% | -485.7% | +42.2% |
| 5Y | +3.3% | +689.3% | -686.1% | -28.4% |
| All | +29.6% | +309.4% | -279.9% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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