+29.8%
SNOW vs BEN
+120.5%
-90.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | +0.1% |
| 7D | -7.5% | +0.3% | -7.8% | -7.8% |
| 30D | -1.3% | +0.9% | -2.2% | -1.8% |
| 3M | +37.4% | +9.2% | +28.3% | +31.3% |
| 6M | +88.1% | +36.8% | +51.3% | +58.9% |
| YTD | +50.3% | +44.4% | +5.9% | +23.4% |
| 1Y | +46.0% | +45.8% | +0.2% | +18.8% |
| 3Y | +98.7% | +52.5% | +46.2% | +52.0% |
| 5Y | +3.5% | +37.7% | -34.2% | -18.8% |
| All | +29.8% | +120.5% | -90.6% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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