+1,144.9%
STX vs SNOW
+7.5%
+1,137.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.5% | +7.0% | +6.6% |
| 7D | +10.7% | +4.9% | +5.8% | +9.3% |
| 30D | +11.3% | +1.5% | +9.8% | +10.5% |
| 3M | +3.2% | +39.5% | -36.3% | -3.9% |
| 6M | +157.0% | +85.9% | +71.1% | +120.8% |
| YTD | +229.2% | +52.9% | +176.3% | +194.3% |
| 1Y | +381.8% | +48.1% | +333.7% | +332.8% |
| 3Y | +1,383.2% | +102.2% | +1,281.0% | +1,091.4% |
| 5Y | +1,144.9% | +5.5% | +1,139.4% | +926.5% |
| All | +1,144.9% | +7.5% | +1,137.4% | +926.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNOW.
Daily Out/Under-Performance
Portfolio return minus SNOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNOW 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 SNOW 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