+432.9%
SNXX vs USB
+15.4%
+417.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.3% | +23.6% | +23.5% |
| 7D | +34.9% | +1.4% | +33.4% | +33.8% |
| 30D | +52.5% | -1.3% | +53.9% | +54.0% |
| 3M | -41.3% | +15.2% | -56.6% | -46.8% |
| 6M | +293.8% | +18.8% | +274.9% | +232.2% |
| All | +432.9% | +15.4% | +417.5% | +353.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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