+432.9%
SNXX vs WSM
+10.2%
+422.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +2.1% | +21.3% | +21.0% |
| 7D | +34.9% | -3.3% | +38.1% | +39.8% |
| 30D | +52.5% | -8.4% | +60.9% | +66.3% |
| 3M | -41.3% | +9.7% | -51.0% | -50.8% |
| 6M | +293.8% | +16.7% | +277.1% | +196.4% |
| All | +432.9% | +10.2% | +422.7% | +319.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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