+66.7%
SNXX vs WM
+5.3%
+61.3%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +1.6% | -17.4% | -8.4% |
| 7D | -47.8% | +5.9% | -53.7% | -29.4% |
| 30D | -66.0% | +15.4% | -81.4% | -28.3% |
| 3M | -57.5% | +6.3% | -63.8% | -37.2% |
| 6M | -66.7% | +5.6% | -72.3% | -34.2% |
| All | +66.7% | +5.3% | +61.3% | +231.2% |
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