+4.9%
SNOW vs IBN
+56.7%
-51.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.9% |
| 7D | +4.9% | -2.2% | +7.1% | +6.1% |
| 30D | +1.5% | -2.3% | +3.8% | +2.6% |
| 3M | +39.5% | +15.9% | +23.7% | +27.9% |
| 6M | +85.9% | +5.6% | +80.3% | +79.0% |
| YTD | +52.9% | -0.1% | +53.0% | +51.5% |
| 1Y | +48.1% | -6.5% | +54.6% | +51.7% |
| 3Y | +102.2% | +29.3% | +72.9% | +52.8% |
| All | +4.9% | +56.7% | -51.9% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling