+66.7%
SNXX vs URI
+24.9%
+41.8%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | -4.4% | -11.4% | -12.5% |
| 7D | -47.8% | -4.3% | -43.5% | -45.6% |
| 30D | -66.0% | +4.6% | -70.6% | -66.8% |
| 3M | -57.5% | -2.1% | -55.4% | -56.3% |
| 6M | -66.7% | +21.9% | -88.7% | -64.8% |
| All | +66.7% | +24.9% | +41.8% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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