+52.0%
SNOW vs JCI
+37.7%
+14.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.9% | -7.3% | -4.9% |
| 7D | +2.8% | +3.8% | -1.0% | +3.8% |
| 30D | +6.4% | -5.7% | +12.1% | +4.4% |
| 3M | +38.1% | -1.4% | +39.5% | +37.6% |
| 6M | +100.4% | +4.1% | +96.3% | +104.8% |
| YTD | +53.7% | +21.7% | +32.0% | +55.4% |
| 1Y | +52.0% | +36.1% | +15.8% | +47.2% |
| All | +52.0% | +37.7% | +14.3% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 1y: compounded portfolio wealth divided by compounded JCI 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…
1y analysis · Full analysis span regression · 6 months rolling