+94.8%
SNOW vs BEN
+53.1%
+41.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.6% |
| 7D | +8.4% | +3.4% | +5.0% | +7.0% |
| 30D | -1.0% | +1.8% | -2.8% | -1.7% |
| 3M | +38.3% | +8.4% | +29.9% | +33.9% |
| 6M | +81.3% | +35.6% | +45.7% | +58.6% |
| YTD | +51.1% | +46.4% | +4.7% | +28.1% |
| 1Y | +47.0% | +46.3% | +0.6% | +24.3% |
| All | +94.8% | +53.1% | +41.7% | +58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling