+13.3%
SNOW vs WM
+21.5%
-8.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | +5.5% | +3.2% | +2.3% | +6.0% |
| 30D | -13.2% | +13.0% | -26.2% | -12.2% |
| 3M | -13.7% | +9.2% | -23.0% | -12.5% |
| 6M | +91.0% | +13.6% | +77.3% | +91.3% |
| YTD | +32.7% | +12.4% | +20.3% | +35.3% |
| 1Y | +13.3% | +21.2% | -8.0% | +10.7% |
| All | +13.3% | +21.5% | -8.3% | +10.7% |
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