+3.6%
SNOW vs RIO
+101.7%
-98.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | +8.4% | +1.0% | +7.4% | +8.0% |
| 30D | -1.0% | +4.0% | -5.0% | -2.4% |
| 3M | +38.3% | +4.5% | +33.8% | +35.7% |
| 6M | +81.3% | +17.3% | +64.0% | +68.5% |
| YTD | +51.1% | +36.2% | +14.9% | +31.4% |
| 1Y | +47.0% | +76.1% | -29.2% | +14.8% |
| 3Y | +99.7% | +102.5% | -2.8% | +44.6% |
| 5Y | +3.6% | +103.5% | -99.9% | -23.4% |
| All | +3.6% | +101.7% | -98.1% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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