+14.6%
SNOW vs BWA
+49.7%
-35.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.5% |
| 7D | +5.5% | +4.3% | +1.2% | +4.0% |
| 30D | -13.2% | -13.0% | -0.1% | -9.0% |
| 3M | -13.7% | -24.8% | +11.1% | -5.4% |
| 6M | +91.0% | -23.5% | +114.5% | +105.7% |
| YTD | +32.7% | +13.8% | +18.8% | +18.5% |
| 1Y | +13.3% | +13.4% | -0.2% | +1.1% |
| 3Y | +83.4% | +62.8% | +20.6% | +33.8% |
| 5Y | -24.7% | +28.5% | -53.2% | -44.0% |
| All | +14.6% | +49.7% | -35.1% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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