+404.4%
SNXX vs AMIX
-51.4%
+455.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.0% | -3.9% | -7.8% |
| 7D | +16.8% | -6.3% | +23.1% | +17.1% |
| 30D | +65.3% | -51.9% | +117.2% | +69.3% |
| 3M | -34.8% | -44.9% | +10.1% | -28.2% |
| 6M | +255.1% | -47.9% | +303.1% | +280.3% |
| All | +404.4% | -51.4% | +455.8% | +440.6% |
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