+86.2%
SNOW vs GEN
+63.2%
+23.0%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +0.2% | -0.3% | +0.5% | +0.2% |
| 30D | -21.1% | +28.2% | -49.2% | -30.5% |
| 3M | -11.9% | +2.6% | -14.5% | -13.8% |
| 6M | +91.0% | +32.7% | +58.3% | +63.6% |
| YTD | +32.7% | +11.3% | +21.5% | +21.3% |
| 1Y | +10.8% | +17.9% | -7.2% | -1.1% |
| 3Y | +86.2% | +66.3% | +19.9% | +39.0% |
| All | +86.2% | +63.2% | +23.0% | +39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling