+29.8%
SNOW vs JCI
+274.6%
-244.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | +0.2% |
| 7D | -7.5% | +0.4% | -7.9% | -7.7% |
| 30D | -1.3% | -7.7% | +6.4% | +2.3% |
| 3M | +37.4% | +2.8% | +34.7% | +34.4% |
| 6M | +88.1% | +7.2% | +80.8% | +75.0% |
| YTD | +50.3% | +20.0% | +30.4% | +29.2% |
| 1Y | +46.0% | +33.3% | +12.7% | +17.0% |
| 3Y | +98.7% | +161.3% | -62.6% | +0.8% |
| 5Y | +3.5% | +108.8% | -105.3% | -44.3% |
| All | +29.8% | +274.6% | -244.8% | -39.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling