+432.9%
SNXX vs IRM
+26.5%
+406.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.6% | +21.7% | +19.8% |
| 7D | +34.9% | -0.5% | +35.3% | +36.0% |
| 30D | +52.5% | -8.1% | +60.6% | +89.6% |
| 3M | -41.3% | -9.7% | -31.7% | -21.5% |
| 6M | +293.8% | +10.0% | +283.8% | +321.8% |
| All | +432.9% | +26.5% | +406.5% | +543.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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