+102.2%
SNOW vs SPGI
+17.8%
+84.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | +1.7% |
| 7D | +4.9% | -2.5% | +7.4% | +7.1% |
| 30D | +1.5% | +5.4% | -3.9% | -1.8% |
| 3M | +39.5% | +9.0% | +30.5% | +30.2% |
| 6M | +85.9% | +0.8% | +85.1% | +84.1% |
| YTD | +52.9% | -12.6% | +65.5% | +66.1% |
| 1Y | +48.1% | -16.1% | +64.2% | +65.3% |
| 3Y | +102.2% | +19.0% | +83.2% | +86.7% |
| All | +102.2% | +17.8% | +84.3% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 3y: compounded portfolio wealth divided by compounded SPGI 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…
3y analysis · Full analysis span regression · 6 months rolling