+30.5%
SNOW vs BUD
+48.3%
-17.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.6% |
| 7D | +8.4% | -1.3% | +9.7% | +8.8% |
| 30D | -1.0% | -6.1% | +5.2% | +0.6% |
| 3M | +38.3% | -3.8% | +42.1% | +39.4% |
| 6M | +81.3% | +8.2% | +73.1% | +75.0% |
| YTD | +51.1% | +23.6% | +27.5% | +38.3% |
| 1Y | +47.0% | +33.4% | +13.5% | +30.4% |
| 3Y | +99.7% | +45.3% | +54.4% | +66.8% |
| 5Y | +3.6% | +44.3% | -40.7% | -14.3% |
| All | +30.5% | +48.3% | -17.8% | +10.4% |
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