+9.5%
SNOW vs WM
+21.9%
-12.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -1.3% |
| 7D | -14.5% | +5.9% | -20.4% | -13.9% |
| 30D | -14.3% | +15.4% | -29.7% | -13.5% |
| 3M | -8.3% | +6.3% | -14.6% | -7.3% |
| 6M | +101.5% | +5.6% | +95.9% | +105.4% |
| YTD | +32.5% | +9.9% | +22.5% | +35.0% |
| 1Y | +9.5% | +20.8% | -11.3% | +11.8% |
| All | +9.5% | +21.9% | -12.4% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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