-38.7%
SNAP vs TROW
+9.7%
-48.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.1% |
| 7D | +6.0% | +0.5% | +5.6% | +5.5% |
| 30D | -13.8% | +9.3% | -23.1% | -20.5% |
| 3M | -0.8% | -0.9% | +0.2% | +0.8% |
| 6M | -6.2% | +8.3% | -14.6% | -13.7% |
| YTD | -34.8% | +10.6% | -45.5% | -41.4% |
| 1Y | -38.7% | +10.5% | -49.2% | -44.9% |
| All | -38.7% | +9.7% | -48.4% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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