+432.9%
SNXX vs DGX
+31.8%
+401.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.9% | +24.3% | +21.4% |
| 7D | +34.9% | -2.3% | +37.2% | +28.8% |
| 30D | +52.5% | +0.6% | +52.0% | +56.3% |
| 3M | -41.3% | +21.4% | -62.7% | -8.0% |
| 6M | +293.8% | +14.7% | +279.0% | +492.2% |
| All | +432.9% | +31.8% | +401.2% | +1,066.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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