+66.7%
SNXX vs WFC
+0.8%
+65.9%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +2.2% | -18.0% | -15.5% |
| 7D | -47.8% | +4.5% | -52.3% | -47.5% |
| 30D | -66.0% | +7.4% | -73.4% | -65.9% |
| 3M | -57.5% | -0.5% | -57.0% | -56.7% |
| 6M | -66.7% | +11.7% | -78.4% | -66.5% |
| All | +66.7% | +0.8% | +65.9% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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