+3.6%
SNOW vs SMTC
+116.8%
-113.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.4% |
| 7D | +8.4% | +22.5% | -14.1% | +2.7% |
| 30D | -1.0% | +24.9% | -25.8% | -7.5% |
| 3M | +38.3% | +4.1% | +34.2% | +32.0% |
| 6M | +81.3% | +92.6% | -11.3% | +41.1% |
| YTD | +51.1% | +122.5% | -71.4% | +11.9% |
| 1Y | +47.0% | +166.2% | -119.3% | +1.3% |
| 3Y | +99.7% | +577.2% | -477.4% | -19.8% |
| 5Y | +3.6% | +119.0% | -115.4% | +1.8% |
| All | +3.6% | +116.8% | -113.2% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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