+29.8%
SNOW vs BHP
+150.9%
-121.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.3% | +4.8% | +1.3% |
| 7D | -7.5% | -3.7% | -3.8% | -6.3% |
| 30D | -1.3% | -0.8% | -0.5% | -1.3% |
| 3M | +37.4% | +7.6% | +29.8% | +33.1% |
| 6M | +88.1% | +20.8% | +67.3% | +72.8% |
| YTD | +50.3% | +50.8% | -0.5% | +25.5% |
| 1Y | +46.0% | +70.9% | -24.9% | +15.5% |
| 3Y | +98.7% | +78.0% | +20.7% | +51.0% |
| 5Y | +3.5% | +113.1% | -109.6% | -26.2% |
| All | +29.8% | +150.9% | -121.0% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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