+448.0%
SNXX vs WM
-4.8%
+452.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | -0.2% |
| 7D | +27.3% | -1.2% | +28.5% | +21.2% |
| 30D | +89.3% | -4.5% | +93.8% | +54.8% |
| 3M | -29.6% | -2.2% | -27.4% | -20.0% |
| 6M | +324.4% | -11.5% | +335.9% | +343.4% |
| All | +448.0% | -4.8% | +452.8% | +524.5% |
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