+9.9%
SNXX vs URI
+25.2%
-15.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -1.3% | -10.3% | -10.3% |
| 7D | +8.5% | +6.7% | +1.8% | +3.5% |
| 30D | -66.5% | +8.9% | -75.4% | -66.4% |
| 3M | -74.6% | +0.5% | -75.1% | -72.9% |
| 6M | -82.8% | +20.7% | -103.4% | -80.9% |
| All | +9.9% | +25.2% | -15.3% | +13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling