+432.9%
SNXX vs AZO
-21.5%
+454.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.5% | +22.9% | +23.9% |
| 7D | +34.9% | +0.7% | +34.2% | +35.6% |
| 30D | +52.5% | -2.7% | +55.2% | +50.0% |
| 3M | -41.3% | -3.2% | -38.1% | -39.4% |
| 6M | +293.8% | -19.7% | +313.5% | +375.6% |
| All | +432.9% | -21.5% | +454.5% | +596.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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