+8.6%
SNOW vs URI
+518.8%
-510.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.2% | +1.9% |
| 7D | -9.9% | -9.8% | -0.1% | -6.3% |
| 30D | -17.1% | +1.7% | -18.9% | -17.6% |
| 3M | -13.2% | -9.1% | -4.2% | -10.3% |
| 6M | +97.4% | +9.9% | +87.6% | +87.3% |
| YTD | +25.8% | +31.2% | -5.5% | +7.2% |
| 1Y | +4.2% | +25.9% | -21.7% | -9.5% |
| 3Y | +91.3% | +147.4% | -56.1% | +16.7% |
| 5Y | -24.4% | +179.7% | -204.1% | -60.2% |
| All | +8.6% | +518.8% | -510.2% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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