+66.7%
SNXX vs AGI
-29.5%
+96.2%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +10.8% | -26.5% | -20.4% |
| 7D | -47.8% | -5.3% | -42.5% | -46.2% |
| 30D | -66.0% | -7.1% | -58.9% | -64.5% |
| 3M | -57.5% | +4.4% | -61.9% | -58.3% |
| 6M | -66.7% | -23.0% | -43.7% | -63.7% |
| All | +66.7% | -29.5% | +96.2% | +99.8% |
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