+17.6%
SNOW vs SUI
-2.8%
+20.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.5% |
| 7D | +10.8% | -3.8% | +14.6% | +12.5% |
| 30D | -16.5% | +3.9% | -20.5% | -18.4% |
| 3M | -10.1% | +0.2% | -10.3% | -11.0% |
| 6M | +96.5% | -4.2% | +100.7% | +97.4% |
| YTD | +36.2% | -2.5% | +38.7% | +34.9% |
| 1Y | +10.7% | -4.0% | +14.7% | +10.4% |
| 3Y | +86.2% | +16.5% | +69.7% | +58.9% |
| 5Y | -22.7% | -27.2% | +4.5% | -11.7% |
| All | +17.6% | -2.8% | +20.4% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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