+368.8%
SNXX vs U
+1.8%
+367.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +4.5% | -11.6% | -7.0% |
| 7D | -12.0% | +5.5% | -17.6% | -12.0% |
| 30D | +37.9% | -1.3% | +39.2% | +38.1% |
| 3M | -52.7% | +64.6% | -117.2% | -52.2% |
| 6M | +194.8% | +119.4% | +75.4% | +213.1% |
| All | +368.8% | +1.8% | +367.0% | +262.4% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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