+432.9%
SNXX vs NWSA
+13.8%
+419.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.8% | +25.2% | +18.5% |
| 7D | +34.9% | -1.9% | +36.8% | +29.6% |
| 30D | +52.5% | +4.6% | +48.0% | +74.7% |
| 3M | -41.3% | +13.2% | -54.6% | +3.6% |
| 6M | +293.8% | +27.0% | +266.8% | +672.8% |
| All | +432.9% | +13.8% | +419.1% | +812.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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