+83.4%
SNOW vs WU
-23.0%
+106.4%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.4% | -3.9% | -2.8% |
| 7D | +5.5% | -2.0% | +7.5% | +5.8% |
| 30D | -13.2% | +11.4% | -24.6% | -15.0% |
| 3M | -13.7% | -6.8% | -6.9% | -12.8% |
| 6M | +91.0% | -14.6% | +105.6% | +94.8% |
| YTD | +32.7% | -20.6% | +53.3% | +37.7% |
| 1Y | +13.3% | -15.4% | +28.6% | +16.0% |
| 3Y | +83.4% | -23.6% | +107.0% | +90.9% |
| All | +83.4% | -23.0% | +106.4% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling