+368.8%
SNXX vs IYR
+5.7%
+363.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.8% | -7.8% | -4.7% |
| 7D | -12.0% | -1.4% | -10.7% | -15.6% |
| 30D | +37.9% | -2.7% | +40.6% | +27.3% |
| 3M | -52.7% | -2.1% | -50.5% | -53.0% |
| 6M | +194.8% | +3.6% | +191.2% | +163.6% |
| All | +368.8% | +5.7% | +363.1% | +500.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 all: compounded portfolio wealth divided by compounded IYR 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…
all analysis · Full analysis span regression · 6 months rolling