-34.8%
SNXX vs WFC
+9.9%
-44.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.2% | -7.7% | -7.9% |
| 7D | +16.8% | +0.3% | +16.5% | +16.7% |
| 30D | +65.3% | +2.3% | +63.0% | +65.0% |
| 3M | -34.8% | +9.8% | -44.5% | -27.2% |
| All | -34.8% | +9.9% | -44.7% | -27.2% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling