+66.7%
SNXX vs SU
+42.8%
+23.9%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | -4.5% | -11.2% | -14.4% |
| 7D | -47.8% | -7.1% | -40.7% | -46.5% |
| 30D | -66.0% | +4.8% | -70.8% | -66.3% |
| 3M | -57.5% | +12.5% | -70.0% | -59.1% |
| 6M | -66.7% | +6.5% | -73.2% | -65.0% |
| All | +66.7% | +42.8% | +23.9% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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