+15.8%
SNOW vs DOCS
-19.0%
+34.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.7% |
| 7D | +5.5% | +2.6% | +2.9% | +4.7% |
| 30D | -13.2% | +11.4% | -24.6% | -16.0% |
| 3M | -13.7% | +25.4% | -39.1% | -19.5% |
| 6M | +91.0% | +42.5% | +48.4% | +67.7% |
| YTD | +32.7% | -24.7% | +57.4% | +38.9% |
| 1Y | +13.3% | -32.9% | +46.2% | +22.1% |
| 3Y | +83.4% | +39.6% | +43.8% | +34.4% |
| 5Y | -24.7% | -54.6% | +29.9% | -29.7% |
| All | +15.8% | -19.0% | +34.8% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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