+432.9%
SNXX vs DLR
+18.1%
+414.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.3% | +23.1% | +22.9% |
| 7D | +34.9% | +1.6% | +33.3% | +32.2% |
| 30D | +52.5% | -3.4% | +55.9% | +61.2% |
| 3M | -41.3% | +0.5% | -41.8% | -38.1% |
| 6M | +293.8% | +4.6% | +289.2% | +254.7% |
| All | +432.9% | +18.1% | +414.8% | +390.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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