+3.5%
SNOW vs UUUU
+88.5%
-85.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.3% | +5.8% | +0.9% |
| 7D | -7.5% | -5.0% | -2.5% | -6.5% |
| 30D | -1.3% | -7.8% | +6.5% | +0.1% |
| 3M | +37.4% | -0.4% | +37.9% | +35.9% |
| 6M | +88.1% | -32.9% | +121.0% | +99.0% |
| YTD | +50.3% | -6.3% | +56.6% | +41.9% |
| 1Y | +46.0% | +7.9% | +38.1% | +25.4% |
| 3Y | +98.7% | +85.2% | +13.5% | +27.9% |
| All | +3.5% | +88.5% | -85.0% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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