+16.5%
SNOW vs GEN
+59.5%
-43.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.3% |
| 7D | +0.2% | +1.0% | -0.8% | -0.3% |
| 30D | -19.8% | +29.1% | -48.9% | -29.9% |
| 3M | -11.6% | +2.9% | -14.5% | -14.3% |
| 6M | +94.0% | +33.6% | +60.4% | +65.0% |
| YTD | +34.8% | +12.0% | +22.8% | +24.1% |
| 1Y | +10.1% | +16.2% | -6.0% | -0.4% |
| 3Y | +84.4% | +65.1% | +19.3% | +39.0% |
| 5Y | -18.1% | +33.3% | -51.4% | -35.6% |
| All | +16.5% | +59.5% | -43.0% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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