+29.9%
SNSR vs SPY
+82.3%
-52.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.3% | +1.0% |
| 7D | +0.6% | -0.8% | +1.3% | +1.6% |
| 30D | -3.9% | -1.1% | -2.9% | -2.6% |
| 3M | -4.9% | +3.9% | -8.8% | -9.1% |
| 6M | +24.6% | +13.6% | +11.0% | +6.9% |
| YTD | +29.6% | +12.7% | +16.9% | +12.4% |
| 1Y | +22.8% | +17.5% | +5.3% | +1.3% |
| 3Y | +53.8% | +76.9% | -23.1% | -21.8% |
| All | +29.9% | +82.3% | -52.4% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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