+432.9%
SNXX vs PSX
+84.0%
+348.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.2% | +23.2% | +23.4% |
| 7D | +34.9% | +4.5% | +30.3% | +37.1% |
| 30D | +52.5% | +26.6% | +25.9% | +70.5% |
| 3M | -41.3% | +39.3% | -80.6% | -25.3% |
| 6M | +293.8% | +56.8% | +236.9% | +432.1% |
| All | +432.9% | +84.0% | +348.9% | +783.1% |
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