+432.9%
SNXX vs AGI
-13.2%
+446.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.9% | +25.3% | +24.1% |
| 7D | +34.9% | +0.6% | +34.3% | +34.3% |
| 30D | +52.5% | +18.2% | +34.3% | +41.2% |
| 3M | -41.3% | -4.1% | -37.2% | -42.3% |
| 6M | +293.8% | -28.7% | +322.5% | +280.5% |
| All | +432.9% | -13.2% | +446.1% | +476.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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