+991.6%
WDC vs SNOW
+5.9%
+985.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.3% |
| 7D | +7.5% | +8.4% | -0.9% | +5.3% |
| 30D | +10.1% | -1.0% | +11.0% | +9.7% |
| 3M | -6.8% | +38.3% | -45.1% | -13.5% |
| 6M | +84.1% | +81.3% | +2.8% | +57.3% |
| YTD | +180.3% | +51.1% | +129.1% | +148.8% |
| 1Y | +411.1% | +47.0% | +364.1% | +355.4% |
| 3Y | +1,375.0% | +99.7% | +1,275.3% | +1,068.3% |
| 5Y | +991.6% | +3.6% | +988.0% | +759.4% |
| All | +991.6% | +5.9% | +985.6% | +759.4% |
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