-14.9%
SNPS vs TROW
+12.9%
-27.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +1.2% |
| 7D | -5.5% | -1.5% | -4.0% | -4.6% |
| 30D | -4.5% | -5.3% | +0.8% | -1.4% |
| 3M | -15.5% | +2.9% | -18.4% | -17.8% |
| 6M | -10.1% | +22.2% | -32.3% | -21.3% |
| YTD | -16.3% | +8.1% | -24.4% | -21.3% |
| 1Y | -34.9% | +5.8% | -40.7% | -38.0% |
| All | -14.9% | +12.9% | -27.7% | -20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling