+368.8%
SNXX vs BB
+99.7%
+269.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.7% | -8.8% | -8.8% |
| 7D | -12.0% | -0.4% | -11.6% | -11.8% |
| 30D | +37.9% | -12.5% | +50.5% | +56.9% |
| 3M | -52.7% | -17.4% | -35.2% | -37.7% |
| 6M | +194.8% | +119.1% | +75.6% | +151.4% |
| All | +368.8% | +99.7% | +269.0% | +223.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling