-77.7%
SNAP vs TROW
+116.3%
-193.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.3% |
| 7D | +0.7% | -1.3% | +2.0% | +1.9% |
| 30D | +2.6% | -4.5% | +7.1% | +6.6% |
| 3M | -9.9% | +3.9% | -13.8% | -12.5% |
| 6M | +1.9% | +22.6% | -20.7% | -12.8% |
| YTD | -32.2% | +10.1% | -42.3% | -36.8% |
| 1Y | -22.8% | +3.6% | -26.4% | -24.8% |
| 3Y | -47.6% | +12.4% | -60.0% | -51.7% |
| 5Y | -92.7% | -37.5% | -55.2% | -90.4% |
| All | -77.7% | +116.3% | -193.9% | -83.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling