+29.8%
SNOW vs TECH
+20.0%
+9.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -7.5% | -0.5% | -7.0% | -7.3% |
| 30D | -1.3% | 0.0% | -1.3% | -1.3% |
| 3M | +37.4% | +37.4% | 0.0% | +14.6% |
| 6M | +88.1% | +36.9% | +51.2% | +54.2% |
| YTD | +50.3% | +23.1% | +27.2% | +29.4% |
| 1Y | +46.0% | +42.2% | +3.7% | +14.5% |
| 3Y | +98.7% | +1.9% | +96.7% | +73.0% |
| 5Y | +3.5% | -42.9% | +46.4% | +34.8% |
| All | +29.8% | +20.0% | +9.8% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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