+368.8%
SNXX vs IBN
+0.7%
+368.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.9% | -8.9% | -8.7% |
| 7D | -12.0% | -3.0% | -9.0% | -9.6% |
| 30D | +37.9% | -1.5% | +39.4% | +39.2% |
| 3M | -52.7% | +7.9% | -60.6% | -58.9% |
| 6M | +194.8% | +8.6% | +186.2% | +153.8% |
| All | +368.8% | +0.7% | +368.0% | +389.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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