+432.9%
SNXX vs WM
-3.7%
+436.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.2% | +24.6% | +17.5% |
| 7D | +34.9% | -0.3% | +35.2% | +34.4% |
| 30D | +52.5% | -2.4% | +54.9% | +39.8% |
| 3M | -41.3% | +0.4% | -41.8% | -26.0% |
| 6M | +293.8% | -9.5% | +303.2% | +342.6% |
| All | +432.9% | -3.7% | +436.6% | +542.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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