+583.2%
WDC vs SNOW
-20.9%
+604.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.2% | -0.5% |
| 7D | +16.3% | +10.8% | +5.5% | +13.9% |
| 30D | -18.3% | -16.5% | -1.7% | -14.9% |
| 3M | -31.4% | -10.1% | -21.3% | -30.0% |
| 6M | -36.3% | +96.5% | -132.8% | -46.0% |
| YTD | +80.8% | +36.2% | +44.7% | +64.6% |
| 1Y | +87.7% | +10.7% | +77.0% | +79.0% |
| 3Y | +819.4% | +86.2% | +733.2% | +643.7% |
| 5Y | +583.2% | -22.7% | +605.9% | +452.9% |
| All | +583.2% | -20.9% | +604.1% | +452.9% |
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