+66.7%
SNXX vs PSX
+87.3%
-20.6%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | -4.5% | -11.2% | -16.8% |
| 7D | -47.8% | -5.2% | -42.6% | -48.3% |
| 30D | -66.0% | -3.7% | -62.3% | -66.1% |
| 3M | -57.5% | +26.8% | -84.2% | -52.3% |
| 6M | -66.7% | +47.3% | -114.0% | -56.5% |
| All | +66.7% | +87.3% | -20.6% | +180.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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