+102.2%
SNOW vs HAL
-4.2%
+106.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | +4.9% | +0.5% | +4.4% | +4.8% |
| 30D | +1.5% | +15.9% | -14.4% | -0.9% |
| 3M | +39.5% | -8.7% | +48.2% | +41.4% |
| 6M | +85.9% | +9.0% | +76.9% | +80.9% |
| YTD | +52.9% | +32.0% | +20.9% | +41.6% |
| 1Y | +48.1% | +72.5% | -24.4% | +26.5% |
| 3Y | +102.2% | -4.5% | +106.7% | +79.6% |
| All | +102.2% | -4.2% | +106.3% | +79.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling