+194.8%
SNXX vs NWSA
+23.6%
+171.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.2% | -7.3% | -6.4% |
| 7D | -12.0% | -2.8% | -9.2% | -20.3% |
| 30D | +37.9% | +3.0% | +34.9% | +55.6% |
| 3M | -52.7% | +12.3% | -65.0% | -7.9% |
| 6M | +194.8% | +21.9% | +172.9% | +444.2% |
| All | +194.8% | +23.6% | +171.2% | +444.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling