+29.6%
SNOW vs SU
+538.4%
-508.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -2.4% | +2.2% | -4.7% | -2.7% |
| 30D | -1.0% | +8.4% | -9.4% | -2.1% |
| 3M | +36.9% | +12.1% | +24.8% | +34.4% |
| 6M | +83.4% | +19.7% | +63.7% | +77.5% |
| YTD | +50.0% | +58.4% | -8.4% | +38.5% |
| 1Y | +46.5% | +67.2% | -20.7% | +33.9% |
| 3Y | +93.3% | +125.0% | -31.7% | +67.3% |
| 5Y | +3.3% | +355.1% | -351.8% | -17.4% |
| All | +29.6% | +538.4% | -508.8% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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