+432.9%
SNXX vs IVZ
+15.6%
+417.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.1% | +22.3% | +21.4% |
| 7D | +34.9% | +0.6% | +34.2% | +33.6% |
| 30D | +52.5% | +4.0% | +48.5% | +43.3% |
| 3M | -41.3% | +18.2% | -59.5% | -51.0% |
| 6M | +293.8% | +32.8% | +260.9% | +172.7% |
| All | +432.9% | +15.6% | +417.3% | +258.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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