+368.8%
SNXX vs TER
+60.6%
+308.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +2.6% | -9.6% | -11.6% |
| 7D | -12.0% | +6.4% | -18.4% | -21.7% |
| 30D | +37.9% | -5.7% | +43.6% | +57.0% |
| 3M | -52.7% | -0.4% | -52.3% | -30.9% |
| 6M | +194.8% | +25.8% | +169.0% | +197.5% |
| All | +368.8% | +60.6% | +308.2% | +265.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 3y: compounded portfolio wealth divided by compounded TER 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…
3y analysis · Full analysis span regression · 6 months rolling