+17.6%
SNOW vs RACE
+120.8%
-103.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.6% | +0.8% |
| 7D | +10.8% | -4.0% | +14.8% | +13.7% |
| 30D | -16.5% | +3.5% | -20.1% | -18.6% |
| 3M | -10.1% | -0.4% | -9.7% | -10.0% |
| 6M | +96.5% | +23.2% | +73.4% | +70.7% |
| YTD | +36.2% | +11.0% | +25.2% | +24.2% |
| 1Y | +10.7% | -2.2% | +12.9% | +10.0% |
| 3Y | +86.2% | +22.5% | +63.7% | +33.4% |
| 5Y | -22.7% | +63.2% | -85.9% | -62.4% |
| All | +17.6% | +120.8% | -103.2% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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