+16.4%
MSFT vs SNXX
+60.3%
-43.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -15.7% | +22.4% | +6.7% |
| 7D | +4.7% | -47.8% | +52.5% | +4.9% |
| 30D | +5.8% | -66.0% | +71.9% | +6.0% |
| 3M | +13.0% | -57.5% | +70.5% | +13.0% |
| 6M | +34.9% | -66.7% | +101.6% | +31.0% |
| All | +16.4% | +60.3% | -43.9% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling