+5.5%
SNOW vs GEN
+22.3%
-16.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.2% | +0.9% |
| 7D | +4.9% | -0.7% | +5.6% | +5.4% |
| 30D | +1.5% | +2.6% | -1.1% | +0.2% |
| 3M | +39.5% | +15.8% | +23.7% | +29.0% |
| 6M | +85.9% | +33.1% | +52.8% | +59.8% |
| YTD | +52.9% | +11.3% | +41.6% | +43.2% |
| 1Y | +48.1% | +1.7% | +46.5% | +44.2% |
| 3Y | +102.2% | +58.1% | +44.0% | +56.8% |
| 5Y | +5.5% | +20.6% | -15.2% | -18.0% |
| All | +5.5% | +22.3% | -16.9% | -18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling