-5.1%
SNXX vs AZO
-13.0%
+7.8%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -43.1% | -0.5% | -42.6% | -43.6% |
| 7D | -66.8% | +5.5% | -72.3% | -64.4% |
| 30D | -79.7% | +14.2% | -93.8% | -76.2% |
| 3M | -72.8% | +7.9% | -80.8% | -69.7% |
| 6M | -84.7% | -6.6% | -78.2% | -80.4% |
| All | -5.1% | -13.0% | +7.8% | +40.7% |
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