+28.3%
WDC vs SNXX
+60.3%
-32.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -15.7% | +9.0% | -2.5% |
| 7D | -18.3% | -47.8% | +29.5% | -4.0% |
| 30D | -26.7% | -66.0% | +39.3% | -4.3% |
| 3M | -40.9% | -57.5% | +16.5% | -29.5% |
| 6M | -26.8% | -66.7% | +40.0% | -20.0% |
| All | +28.3% | +60.3% | -32.0% | -18.1% |
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