+32.8%
SNOW vs GEN
+62.9%
-30.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.2% | -3.2% | -4.3% |
| 7D | +2.8% | -1.2% | +4.0% | +3.6% |
| 30D | +6.4% | +10.1% | -3.7% | +1.4% |
| 3M | +38.1% | +16.1% | +22.0% | +27.8% |
| 6M | +100.4% | +38.9% | +61.5% | +69.4% |
| YTD | +53.7% | +14.4% | +39.3% | +42.4% |
| 1Y | +52.0% | +5.9% | +46.1% | +45.5% |
| 3Y | +114.7% | +58.8% | +55.9% | +67.0% |
| 5Y | +8.8% | +24.7% | -15.9% | -10.8% |
| All | +32.8% | +62.9% | -30.1% | -7.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling