+432.9%
SNXX vs ROIV
+53.7%
+379.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.5% | +21.9% | +22.2% |
| 7D | +34.9% | +0.6% | +34.3% | +34.4% |
| 30D | +52.5% | +1.0% | +51.6% | +48.2% |
| 3M | -41.3% | +18.3% | -59.6% | -44.9% |
| 6M | +293.8% | +18.3% | +275.4% | +263.0% |
| All | +432.9% | +53.7% | +379.3% | +384.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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