+32.8%
SNOW vs BEN
+127.5%
-94.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +3.5% | -8.9% | -7.1% |
| 7D | +2.8% | +0.2% | +2.6% | +2.6% |
| 30D | +6.4% | -0.5% | +7.0% | +6.6% |
| 3M | +38.1% | +9.7% | +28.4% | +31.6% |
| 6M | +100.4% | +33.9% | +66.5% | +71.2% |
| YTD | +53.7% | +49.0% | +4.7% | +24.4% |
| 1Y | +52.0% | +42.1% | +9.8% | +25.4% |
| 3Y | +114.7% | +51.9% | +62.8% | +64.9% |
| 5Y | +8.8% | +39.0% | -30.3% | -15.9% |
| All | +32.8% | +127.5% | -94.7% | -2.8% |
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