+368.8%
SNXX vs EXE
-14.1%
+382.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.1% | -5.0% | -8.1% |
| 7D | -12.0% | -3.1% | -8.9% | -13.4% |
| 30D | +37.9% | -0.9% | +38.9% | +37.8% |
| 3M | -52.7% | +9.6% | -62.2% | -51.1% |
| 6M | +194.8% | -11.6% | +206.4% | +191.0% |
| All | +368.8% | -14.1% | +382.8% | +361.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 3y: compounded portfolio wealth divided by compounded EXE 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…
3y analysis · Full analysis span regression · 6 months rolling