+368.8%
SNXX vs WU
-22.1%
+390.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.6% | -7.6% | -7.0% |
| 7D | -12.0% | -3.5% | -8.6% | -12.2% |
| 30D | +37.9% | -2.9% | +40.9% | +37.4% |
| 3M | -52.7% | -2.3% | -50.4% | -57.2% |
| 6M | +194.8% | -25.4% | +220.2% | +132.5% |
| All | +368.8% | -22.1% | +390.9% | +334.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling