+432.9%
SNXX vs HIG
+7.2%
+425.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.2% | +24.5% | +18.9% |
| 7D | +34.9% | +0.3% | +34.6% | +37.6% |
| 30D | +52.5% | -3.2% | +55.8% | +39.2% |
| 3M | -41.3% | +9.1% | -50.5% | -7.6% |
| 6M | +293.8% | -1.8% | +295.5% | +512.3% |
| All | +432.9% | +7.2% | +425.7% | +782.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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