+14.6%
SNOW vs BUD
+61.3%
-46.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -2.8% |
| 7D | +5.5% | +1.0% | +4.5% | +5.2% |
| 30D | -13.2% | +6.7% | -19.8% | -14.8% |
| 3M | -13.7% | +5.7% | -19.5% | -15.2% |
| 6M | +91.0% | +5.8% | +85.2% | +86.7% |
| YTD | +32.7% | +34.4% | -1.7% | +18.5% |
| 1Y | +13.3% | +33.3% | -20.0% | +1.3% |
| 3Y | +83.4% | +48.8% | +34.6% | +53.8% |
| 5Y | -24.7% | +52.5% | -77.2% | -39.0% |
| All | +14.6% | +61.3% | -46.7% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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