+14.6%
SNOW vs BEN
+138.3%
-123.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.8% |
| 7D | +5.5% | +6.8% | -1.3% | +2.2% |
| 30D | -13.2% | +18.0% | -31.1% | -19.8% |
| 3M | -13.7% | +7.5% | -21.2% | -16.8% |
| 6M | +91.0% | +14.7% | +76.3% | +77.4% |
| YTD | +32.7% | +56.1% | -23.4% | +4.9% |
| 1Y | +13.3% | +69.6% | -56.3% | -14.2% |
| 3Y | +83.4% | +87.7% | -4.3% | +25.8% |
| 5Y | -24.7% | +28.6% | -53.4% | -42.7% |
| All | +14.6% | +138.3% | -123.7% | -18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling