+94.8%
SNOW vs HIG
+101.4%
-6.6%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.3% |
| 7D | +8.4% | -0.5% | +8.9% | +8.6% |
| 30D | -1.0% | -2.8% | +1.9% | -0.3% |
| 3M | +38.3% | +6.3% | +32.0% | +36.2% |
| 6M | +81.3% | -0.1% | +81.4% | +81.4% |
| YTD | +51.1% | +0.4% | +50.7% | +50.6% |
| 1Y | +47.0% | +6.2% | +40.7% | +43.1% |
| All | +94.8% | +101.4% | -6.6% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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