+404.4%
SNXX vs WM
-5.5%
+409.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.8% | -7.2% | -11.6% |
| 7D | +16.8% | -3.1% | +19.9% | +0.9% |
| 30D | +65.3% | -5.3% | +70.6% | +29.2% |
| 3M | -34.8% | -4.2% | -30.5% | -31.3% |
| 6M | +255.1% | -8.1% | +263.2% | +280.6% |
| All | +404.4% | -5.5% | +409.9% | +452.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling