+32.8%
SNOW vs IBB
+57.1%
-24.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -4.5% |
| 7D | +2.8% | +1.4% | +1.4% | +1.2% |
| 30D | +6.4% | +10.5% | -4.1% | -5.4% |
| 3M | +38.1% | +23.6% | +14.5% | +7.6% |
| 6M | +100.4% | +22.6% | +77.8% | +55.7% |
| YTD | +53.7% | +25.7% | +28.0% | +15.6% |
| 1Y | +52.0% | +51.4% | +0.6% | -9.1% |
| 3Y | +114.7% | +64.4% | +50.3% | +12.0% |
| 5Y | +8.8% | +22.1% | -13.4% | -19.7% |
| All | +32.8% | +57.1% | -24.3% | -25.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling