+368.8%
SNXX vs USAR
-42.4%
+411.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.0% | -4.1% | -4.3% |
| 7D | -12.0% | -11.6% | -0.4% | -1.4% |
| 30D | +37.9% | -15.5% | +53.4% | +58.6% |
| 3M | -52.7% | -31.0% | -21.6% | -32.1% |
| 6M | +194.8% | -26.2% | +221.0% | +305.5% |
| All | +368.8% | -42.4% | +411.1% | +566.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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