+324.4%
SNXX vs SPG
+10.1%
+314.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.4% | +5.2% | -1.6% |
| 7D | +27.3% | -1.7% | +29.0% | +24.0% |
| 30D | +89.3% | -6.3% | +95.6% | +69.9% |
| 3M | -29.6% | -2.4% | -27.1% | -40.7% |
| 6M | +324.4% | +9.6% | +314.8% | +177.0% |
| All | +324.4% | +10.1% | +314.3% | +177.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 6mo: compounded portfolio wealth divided by compounded SPG 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…
6mo analysis · Full analysis span regression · 6 months rolling