+234.1%
SNSR vs SPY
+317.2%
-83.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.3% |
| 7D | +0.6% | -0.4% | +0.9% | +1.0% |
| 30D | -4.2% | -1.4% | -2.9% | -2.6% |
| 3M | -5.8% | +3.7% | -9.5% | -9.4% |
| 6M | +22.5% | +13.0% | +9.5% | +7.2% |
| YTD | +27.6% | +12.4% | +15.2% | +12.5% |
| 1Y | +22.6% | +18.5% | +4.1% | +1.9% |
| 3Y | +52.1% | +77.6% | -25.5% | -18.7% |
| 5Y | +28.0% | +81.7% | -53.7% | -32.6% |
| All | +234.1% | +317.2% | -83.0% | -25.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling