+9.5%
SNOW vs XBI
+47.5%
-38.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.7% | -4.2% | -2.3% |
| 7D | -14.5% | +1.0% | -15.5% | -14.8% |
| 30D | -14.3% | +1.9% | -16.1% | -14.9% |
| 3M | -8.3% | +4.8% | -13.0% | -9.9% |
| 6M | +101.5% | +19.3% | +82.2% | +90.8% |
| YTD | +32.5% | +30.6% | +1.9% | +21.7% |
| 1Y | +9.5% | +47.9% | -38.4% | -4.6% |
| All | +9.5% | +47.5% | -38.0% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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