+7.9%
SNOW vs WM
+52.1%
-44.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.2% | -4.2% | -5.0% |
| 7D | +2.8% | -0.3% | +3.1% | +3.0% |
| 30D | +6.4% | -2.4% | +8.8% | +7.2% |
| 3M | +38.1% | +0.4% | +37.7% | +37.1% |
| 6M | +100.4% | -9.5% | +109.9% | +106.7% |
| YTD | +53.7% | +0.5% | +53.2% | +52.4% |
| 1Y | +52.0% | -1.1% | +53.0% | +51.4% |
| 3Y | +114.7% | +46.0% | +68.6% | +74.5% |
| All | +7.9% | +52.1% | -44.2% | -16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling