+673.5%
SNPS vs TRGP
+819.3%
-145.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.1% |
| 7D | +5.1% | +9.0% | -3.9% | +3.6% |
| 30D | -6.4% | +1.5% | -8.0% | -6.8% |
| 3M | +12.2% | +10.7% | +1.5% | +10.1% |
| 6M | -9.8% | +17.1% | -27.0% | -12.7% |
| YTD | -1.5% | +63.6% | -65.1% | -10.1% |
| 1Y | +16.0% | +77.0% | -61.0% | +4.4% |
| 3Y | -10.8% | +273.2% | -284.0% | -29.0% |
| 5Y | +33.3% | +508.6% | -475.3% | -2.1% |
| All | +673.5% | +819.3% | -145.8% | +390.7% |
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