+368.8%
SNXX vs EXEL
+28.1%
+340.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.3% | -4.8% | -5.2% |
| 7D | -12.0% | -4.9% | -7.1% | -8.4% |
| 30D | +37.9% | +11.4% | +26.5% | +24.9% |
| 3M | -52.7% | +4.9% | -57.6% | -54.7% |
| 6M | +194.8% | +34.4% | +160.4% | +118.0% |
| All | +368.8% | +28.1% | +340.6% | +257.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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