+432.9%
SNXX vs BAX
+32.4%
+400.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.0% | +22.4% | +23.5% |
| 7D | +34.9% | -1.1% | +36.0% | +34.6% |
| 30D | +52.5% | -5.5% | +58.0% | +51.5% |
| 3M | -41.3% | +33.5% | -74.9% | -34.9% |
| 6M | +293.8% | +35.9% | +257.9% | +299.0% |
| All | +432.9% | +32.4% | +400.5% | +454.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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