+368.8%
SNXX vs IVZ
+12.8%
+355.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.1% | -8.2% | -9.0% |
| 7D | -12.0% | -2.4% | -9.7% | -8.4% |
| 30D | +37.9% | +3.0% | +34.9% | +31.1% |
| 3M | -52.7% | +14.9% | -67.5% | -59.1% |
| 6M | +194.8% | +36.7% | +158.0% | +112.9% |
| All | +368.8% | +12.8% | +355.9% | +228.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling