+432.9%
SNXX vs TRI
-10.6%
+443.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -5.4% | +28.8% | +15.8% |
| 7D | +34.9% | -0.5% | +35.4% | +35.2% |
| 30D | +52.5% | +7.9% | +44.7% | +75.2% |
| 3M | -41.3% | +24.1% | -65.4% | +1.3% |
| 6M | +293.8% | +3.8% | +289.9% | +496.9% |
| All | +432.9% | -10.6% | +443.5% | +684.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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