+368.8%
SNXX vs AZO
-24.3%
+393.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.2% | -6.9% | -7.2% |
| 7D | -12.0% | -3.6% | -8.5% | -15.1% |
| 30D | +37.9% | -5.6% | +43.5% | +31.3% |
| 3M | -52.7% | -6.6% | -46.0% | -52.7% |
| 6M | +194.8% | -22.5% | +217.3% | +240.7% |
| All | +368.8% | -24.3% | +393.1% | +491.3% |
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