+368.8%
SNXX vs SGOV
+2.3%
+366.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | 0.0% | -7.1% | -3.7% |
| 7D | -12.0% | 0.0% | -12.1% | -4.2% |
| 30D | +37.9% | +0.3% | +37.6% | +144.3% |
| 3M | -52.7% | +0.9% | -53.6% | +121.0% |
| 6M | +194.8% | +1.8% | +192.9% | +2,546.4% |
| All | +368.8% | +2.3% | +366.5% | +1,808.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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