+14.6%
SNOW vs IBN
+251.9%
-237.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.7% |
| 7D | +5.5% | +1.9% | +3.6% | +4.7% |
| 30D | -13.2% | +22.1% | -35.3% | -20.7% |
| 3M | -13.7% | +17.1% | -30.8% | -19.9% |
| 6M | +91.0% | +35.5% | +55.4% | +65.4% |
| YTD | +32.7% | +16.8% | +15.8% | +22.5% |
| 1Y | +13.3% | +12.4% | +0.9% | +6.5% |
| 3Y | +83.4% | +58.0% | +25.3% | +37.1% |
| 5Y | -24.7% | +73.7% | -98.4% | -47.4% |
| All | +14.6% | +251.9% | -237.3% | -27.1% |
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