+368.8%
SNXX vs BEN
+34.8%
+334.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | 0.0% | -7.0% | -7.0% |
| 7D | -12.0% | -3.1% | -8.9% | -8.5% |
| 30D | +37.9% | +0.2% | +37.8% | +38.7% |
| 3M | -52.7% | +6.8% | -59.5% | -53.5% |
| 6M | +194.8% | +38.1% | +156.7% | +126.1% |
| All | +368.8% | +34.8% | +334.0% | +294.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling