+432.9%
SNXX vs MDT
-4.4%
+437.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.1% | +22.2% | +25.2% |
| 7D | +34.9% | +3.2% | +31.7% | +41.9% |
| 30D | +52.5% | +9.5% | +43.0% | +78.1% |
| 3M | -41.3% | +16.0% | -57.3% | -20.9% |
| 6M | +293.8% | +0.2% | +293.6% | +954.8% |
| All | +432.9% | -4.4% | +437.3% | +1,705.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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