+448.0%
SNXX vs EXPD
+19.1%
+428.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.5% | +1.8% |
| 7D | +27.3% | +1.2% | +26.2% | +26.4% |
| 30D | +89.3% | +5.2% | +84.1% | +83.9% |
| 3M | -29.6% | +13.2% | -42.8% | -34.5% |
| 6M | +324.4% | +30.3% | +294.1% | +267.8% |
| All | +448.0% | +19.1% | +428.8% | +374.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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