+30.5%
SNOW vs GEN
+58.2%
-27.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | +8.4% | -2.9% | +11.3% | +10.2% |
| 30D | -1.0% | +2.1% | -3.0% | -1.9% |
| 3M | +38.3% | +19.7% | +18.6% | +26.1% |
| 6M | +81.3% | +33.3% | +48.0% | +56.4% |
| YTD | +51.1% | +11.1% | +40.0% | +42.0% |
| 1Y | +47.0% | +3.0% | +44.0% | +42.7% |
| 3Y | +99.7% | +57.9% | +41.9% | +56.1% |
| 5Y | +3.6% | +20.6% | -17.0% | -13.6% |
| All | +30.5% | +58.2% | -27.6% | -7.2% |
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