+194.8%
SNXX vs HIG
+0.7%
+194.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.3% | -6.7% | -8.5% |
| 7D | -12.0% | -1.5% | -10.6% | -17.9% |
| 30D | +37.9% | -0.4% | +38.3% | +38.9% |
| 3M | -52.7% | +6.7% | -59.3% | -27.8% |
| 6M | +194.8% | +2.0% | +192.8% | +336.4% |
| All | +194.8% | +0.7% | +194.0% | +336.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling