+20.7%
XLK vs SNOW
+7.5%
+13.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.2% |
| 7D | -7.6% | -14.5% | +6.9% | -5.8% |
| 30D | -12.2% | -14.3% | +2.1% | -10.5% |
| 3M | -5.5% | -8.3% | +2.8% | -4.5% |
| 6M | +9.2% | +101.5% | -92.3% | +0.4% |
| YTD | +23.0% | +32.5% | -9.4% | +21.5% |
| 1Y | +20.7% | +9.5% | +11.2% | +22.3% |
| All | +20.7% | +7.5% | +13.2% | +22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling