+432.9%
SNXX vs BTG
+5.8%
+427.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.4% | +24.8% | +23.9% |
| 7D | +34.9% | -0.9% | +35.8% | +34.9% |
| 30D | +52.5% | +36.8% | +15.7% | +31.3% |
| 3M | -41.3% | +23.1% | -64.4% | -47.0% |
| 6M | +293.8% | +3.5% | +290.3% | +251.6% |
| All | +432.9% | +5.8% | +427.1% | +396.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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