+368.8%
SNXX vs WEC
-1.4%
+370.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | 0.0% | -7.0% | -7.1% |
| 7D | -12.0% | -0.6% | -11.5% | -12.8% |
| 30D | +37.9% | -2.6% | +40.6% | +33.2% |
| 3M | -52.7% | -6.0% | -46.6% | -56.6% |
| 6M | +194.8% | -5.4% | +200.2% | +190.7% |
| All | +368.8% | -1.4% | +370.2% | +441.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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