+3.5%
SNOW vs BTG
+77.4%
-73.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | 0.0% |
| 7D | -7.5% | -5.5% | -2.0% | -6.5% |
| 30D | -1.3% | +6.1% | -7.4% | -2.4% |
| 3M | +37.4% | +38.6% | -1.2% | +28.7% |
| 6M | +88.1% | +0.7% | +87.4% | +85.1% |
| YTD | +50.3% | +20.3% | +30.0% | +42.0% |
| 1Y | +46.0% | +25.0% | +20.9% | +35.4% |
| 3Y | +98.7% | +97.3% | +1.4% | +62.3% |
| All | +3.5% | +77.4% | -73.8% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 5y: compounded portfolio wealth divided by compounded BTG 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…
5y analysis · Full analysis span regression · 6 months rolling