+368.8%
SNXX vs XBI
+22.3%
+346.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.4% | -6.7% | -6.3% |
| 7D | -12.0% | -4.6% | -7.4% | -3.5% |
| 30D | +37.9% | -2.0% | +39.9% | +36.4% |
| 3M | -52.7% | +17.8% | -70.5% | -69.3% |
| 6M | +194.8% | +23.7% | +171.1% | +83.9% |
| All | +368.8% | +22.3% | +346.5% | +202.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 all: compounded portfolio wealth divided by compounded XBI 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…
all analysis · Full analysis span regression · 6 months rolling