+9.2%
AVGO vs SNXX
+350.9%
-341.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.1% | +7.4% | +0.9% |
| 7D | +1.1% | -12.0% | +13.2% | +2.1% |
| 30D | -13.0% | +37.9% | -50.9% | -16.1% |
| 3M | -6.0% | -52.7% | +46.7% | -6.1% |
| 6M | +6.4% | +194.8% | -188.4% | -7.4% |
| All | +9.2% | +350.9% | -341.7% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SNXX.
Daily Out/Under-Performance
Portfolio return minus SNXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNXX 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 SNXX 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