+432.9%
SNXX vs IEF
-1.4%
+434.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | 0.0% | +23.4% | +23.5% |
| 7D | +34.9% | -0.3% | +35.2% | +36.6% |
| 30D | +52.5% | -0.8% | +53.3% | +57.7% |
| 3M | -41.3% | -1.0% | -40.4% | -38.9% |
| 6M | +293.8% | -2.8% | +296.5% | +327.1% |
| All | +432.9% | -1.4% | +434.3% | +656.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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