+432.9%
SNXX vs FGI
+5.7%
+427.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +7.5% | +15.8% | +22.3% |
| 7D | +34.9% | +0.5% | +34.3% | +34.8% |
| 30D | +52.5% | +65.4% | -12.9% | +33.2% |
| 3M | -41.3% | +23.5% | -64.8% | -48.2% |
| 6M | +293.8% | +60.5% | +233.2% | +220.1% |
| All | +432.9% | +5.7% | +427.2% | +412.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling