+48.2%
SOXX vs SNXX
+412.6%
-364.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +23.4% | -19.9% | -0.3% |
| 7D | +2.2% | +34.9% | -32.7% | -3.1% |
| 30D | -2.0% | +52.5% | -54.6% | -10.6% |
| 3M | -13.7% | -41.3% | +27.6% | -15.4% |
| 6M | +52.4% | +293.8% | -241.4% | +11.7% |
| All | +48.2% | +412.6% | -364.3% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNXX.
Daily Out/Under-Performance
Portfolio return minus SNXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNXX 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 SNXX 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