+368.8%
SNXX vs SPOT
+2.6%
+366.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.8% | -7.8% | -6.6% |
| 7D | -12.0% | -3.1% | -9.0% | -13.6% |
| 30D | +37.9% | +7.4% | +30.6% | +44.6% |
| 3M | -52.7% | +8.2% | -60.8% | -48.1% |
| 6M | +194.8% | +2.2% | +192.6% | +218.7% |
| All | +368.8% | +2.6% | +366.2% | +398.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 5y: compounded portfolio wealth divided by compounded SPOT 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…
5y analysis · Full analysis span regression · 6 months rolling