+255.1%
SNXX vs EXE
-8.5%
+263.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.3% | -8.2% | -7.8% |
| 7D | +16.8% | -2.2% | +19.0% | +15.3% |
| 30D | +65.3% | -0.8% | +66.1% | +66.2% |
| 3M | -34.8% | +10.0% | -44.8% | -31.9% |
| 6M | +255.1% | -6.3% | +261.5% | +244.2% |
| All | +255.1% | -8.5% | +263.6% | +244.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling