+404.4%
SNXX vs URI
+10.0%
+394.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.9% | -4.1% | -5.2% |
| 7D | +16.8% | -0.5% | +17.3% | +17.7% |
| 30D | +65.3% | -13.4% | +78.7% | +84.2% |
| 3M | -34.8% | -6.2% | -28.6% | -27.0% |
| 6M | +255.1% | +28.0% | +227.2% | +299.7% |
| All | +404.4% | +10.0% | +394.4% | +437.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling