+432.9%
SNXX vs XHB
-6.8%
+439.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.0% | +22.4% | +21.9% |
| 7D | +34.9% | -1.3% | +36.2% | +37.5% |
| 30D | +52.5% | -6.9% | +59.4% | +70.0% |
| 3M | -41.3% | -1.3% | -40.1% | -37.8% |
| 6M | +293.8% | -6.8% | +300.6% | +265.0% |
| All | +432.9% | -6.8% | +439.7% | +438.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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