+66.7%
SNXX vs IJR
+12.6%
+54.1%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +1.3% | -17.1% | -22.0% |
| 7D | -47.8% | +2.3% | -50.1% | -53.9% |
| 30D | -66.0% | +2.8% | -68.8% | -70.9% |
| 3M | -57.5% | -4.6% | -52.8% | -44.8% |
| 6M | -66.7% | +5.7% | -72.4% | -68.9% |
| All | +66.7% | +12.6% | +54.1% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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