+572.5%
SNPS vs TRGP
+863.3%
-290.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.1% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | -3.6% | +8.0% | -11.7% | -5.0% |
| 3M | -12.9% | +8.3% | -21.2% | -14.4% |
| 6M | -8.2% | +23.9% | -32.1% | -12.0% |
| YTD | -15.4% | +59.6% | -75.0% | -22.4% |
| 1Y | -9.3% | +79.4% | -88.7% | -18.6% |
| 3Y | -14.0% | +269.4% | -283.4% | -31.4% |
| 5Y | +19.5% | +641.6% | -622.1% | -14.4% |
| All | +572.5% | +863.3% | -290.8% | +325.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling