+324.4%
SNXX vs BBWI
-11.4%
+335.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.3% | +9.1% | +2.8% |
| 7D | +27.3% | -4.4% | +31.7% | +27.5% |
| 30D | +89.3% | -7.4% | +96.7% | +89.5% |
| 3M | -29.6% | -2.2% | -27.3% | -30.3% |
| 6M | +324.4% | -16.3% | +340.7% | +325.5% |
| All | +324.4% | -11.4% | +335.8% | +325.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 6mo: compounded portfolio wealth divided by compounded BBWI 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…
6mo analysis · Full analysis span regression · 6 months rolling