-26.1%
SNOW vs SUI
-26.4%
+0.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -3.0% |
| 7D | +5.5% | -1.5% | +7.0% | +6.2% |
| 30D | -13.2% | +3.7% | -16.9% | -15.3% |
| 3M | -13.7% | -0.4% | -13.4% | -14.5% |
| 6M | +91.0% | -2.8% | +93.8% | +90.5% |
| YTD | +32.7% | -1.6% | +34.3% | +30.5% |
| 1Y | +13.3% | -2.1% | +15.3% | +11.5% |
| 3Y | +83.4% | +18.5% | +64.9% | +47.8% |
| All | -26.1% | -26.4% | +0.3% | +0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling