+5.5%
SNOW vs BUD
+45.2%
-39.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | +4.9% | +0.8% | +4.2% | +4.7% |
| 30D | +1.5% | -4.8% | +6.3% | +2.9% |
| 3M | +39.5% | +1.4% | +38.2% | +38.6% |
| 6M | +85.9% | +9.9% | +76.0% | +77.4% |
| YTD | +52.9% | +26.3% | +26.6% | +36.5% |
| 1Y | +48.1% | +36.1% | +12.0% | +27.3% |
| 3Y | +102.2% | +48.6% | +53.6% | +59.1% |
| 5Y | +5.5% | +45.0% | -39.5% | -20.6% |
| All | +5.5% | +45.2% | -39.7% | -20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling