+10.7%
SNOW vs IAU
-6.5%
+17.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +1.9% | -0.2% |
| 7D | +10.8% | -5.5% | +16.3% | +12.2% |
| 30D | -16.5% | -7.0% | -9.5% | -15.1% |
| 3M | -10.1% | -12.3% | +2.2% | -7.6% |
| 6M | +96.5% | -17.9% | +114.5% | +101.1% |
| YTD | +36.2% | -10.3% | +46.5% | +31.7% |
| 1Y | +10.7% | -7.9% | +18.6% | +1.6% |
| All | +10.7% | -6.5% | +17.2% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 1y: compounded portfolio wealth divided by compounded IAU 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…
1y analysis · Full analysis span regression · 6 months rolling