+433.2%
SNXX vs ROIV
+82.5%
+350.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +18.8% | -18.7% | -11.7% |
| 7D | +26.7% | +20.2% | +6.5% | +11.0% |
| 30D | +90.7% | +14.1% | +76.5% | +71.8% |
| 3M | -30.9% | +45.6% | -76.4% | -43.7% |
| 6M | +409.9% | +44.1% | +365.8% | +311.0% |
| All | +433.2% | +82.5% | +350.7% | +327.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling