+368.8%
SNXX vs AMIX
-51.6%
+420.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.3% | -6.7% | -7.0% |
| 7D | -12.0% | -4.8% | -7.2% | -11.9% |
| 30D | +37.9% | -42.0% | +79.9% | +40.3% |
| 3M | -52.7% | -46.5% | -6.2% | -47.8% |
| 6M | +194.8% | -48.2% | +243.0% | +215.7% |
| All | +368.8% | -51.6% | +420.4% | +402.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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