+29.6%
SNOW vs IBN
+199.6%
-170.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -1.1% |
| 7D | -2.4% | -3.0% | +0.6% | -1.1% |
| 30D | -1.0% | -1.5% | +0.5% | -0.5% |
| 3M | +36.9% | +7.9% | +28.9% | +31.8% |
| 6M | +83.4% | +8.6% | +74.7% | +75.6% |
| YTD | +50.0% | -0.6% | +50.5% | +49.1% |
| 1Y | +46.5% | -7.3% | +53.9% | +49.9% |
| 3Y | +93.3% | +26.2% | +67.1% | +62.0% |
| 5Y | +3.3% | +57.8% | -54.6% | -23.5% |
| All | +29.6% | +199.6% | -170.0% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling