+368.8%
SNXX vs EQT
-2.6%
+371.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.6% | -5.4% | -7.5% |
| 7D | -12.0% | -2.0% | -10.0% | -12.5% |
| 30D | +37.9% | 0.0% | +37.9% | +38.1% |
| 3M | -52.7% | +5.9% | -58.6% | -51.5% |
| 6M | +194.8% | -14.8% | +209.6% | +211.1% |
| All | +368.8% | -2.6% | +371.4% | +339.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling