+52.0%
SNOW vs WEC
+1.8%
+50.2%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.7% | -4.7% | -6.0% |
| 7D | +2.8% | -0.3% | +3.1% | +2.4% |
| 30D | +6.4% | -1.3% | +7.7% | +5.3% |
| 3M | +38.1% | -3.9% | +42.0% | +34.8% |
| 6M | +100.4% | -8.3% | +108.7% | +91.6% |
| YTD | +53.7% | +3.1% | +50.7% | +55.6% |
| 1Y | +52.0% | +1.9% | +50.0% | +47.6% |
| All | +52.0% | +1.8% | +50.2% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling