-25.6%
SNOW vs IBB
+37.5%
-63.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.6% | +0.5% |
| 7D | -9.9% | -1.8% | -8.0% | -8.0% |
| 30D | -17.1% | +5.1% | -22.2% | -21.4% |
| 3M | -13.2% | +10.7% | -24.0% | -23.4% |
| 6M | +97.4% | +22.9% | +74.5% | +52.8% |
| YTD | +25.8% | +26.7% | -0.9% | -7.2% |
| 1Y | +4.2% | +35.1% | -30.9% | -29.3% |
| 3Y | +91.3% | +80.2% | +11.1% | -16.7% |
| All | -25.6% | +37.5% | -63.1% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling