+433.2%
SNXX vs EXC
+1.8%
+431.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | +1.7% |
| 7D | +26.7% | +1.2% | +25.5% | +30.8% |
| 30D | +90.7% | -2.7% | +93.4% | +78.5% |
| 3M | -30.9% | -1.0% | -29.9% | -29.8% |
| 6M | +409.9% | -9.3% | +419.2% | +423.3% |
| All | +433.2% | +1.8% | +431.5% | +434.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 all: compounded portfolio wealth divided by compounded EXC 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…
all analysis · Full analysis span regression · 6 months rolling