+3.3%
SNOW vs SU
+348.9%
-345.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -2.4% | +2.2% | -4.7% | -2.8% |
| 30D | -1.0% | +8.4% | -9.4% | -2.4% |
| 3M | +36.9% | +12.1% | +24.8% | +33.9% |
| 6M | +83.4% | +19.7% | +63.7% | +76.1% |
| YTD | +50.0% | +58.4% | -8.4% | +35.8% |
| 1Y | +46.5% | +67.2% | -20.7% | +30.9% |
| 3Y | +93.3% | +125.0% | -31.7% | +60.9% |
| All | +3.3% | +348.9% | -345.6% | -25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling