+24.3%
SNXX vs WM
+7.8%
+16.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.6% | -9.2% | -0.5% |
| 7D | +31.1% | +1.2% | +29.9% | +37.2% |
| 30D | -66.1% | +15.2% | -81.3% | -27.3% |
| 3M | -63.4% | +8.3% | -71.8% | -39.9% |
| 6M | -80.6% | +13.1% | -93.8% | -53.2% |
| All | +24.3% | +7.8% | +16.5% | +183.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling