+24.3%
SNXX vs AMIX
-85.0%
+109.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -8.4% | +0.8% | -7.3% |
| 7D | +31.1% | -10.9% | +41.9% | +31.3% |
| 30D | -66.1% | -55.0% | -11.1% | -64.8% |
| 3M | -63.4% | -82.0% | +18.6% | -60.8% |
| 6M | -80.6% | -80.4% | -0.2% | -77.6% |
| All | +24.3% | -85.0% | +109.3% | +40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling