+29.8%
SNOW vs HAL
+174.2%
-144.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.3% | -0.2% |
| 7D | -7.5% | -3.3% | -4.2% | -7.1% |
| 30D | -1.3% | +7.2% | -8.5% | -2.2% |
| 3M | +37.4% | -8.8% | +46.2% | +38.8% |
| 6M | +88.1% | +3.0% | +85.1% | +86.1% |
| YTD | +50.3% | +29.4% | +20.9% | +43.5% |
| 1Y | +46.0% | +62.8% | -16.8% | +34.1% |
| 3Y | +98.7% | -6.4% | +105.1% | +92.0% |
| 5Y | +3.5% | +103.6% | -100.1% | -8.1% |
| All | +29.8% | +174.2% | -144.4% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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