-12.9%
SNPS vs TROW
+37.3%
-50.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -2.0% |
| 7D | +1.1% | +0.5% | +0.6% | +0.8% |
| 30D | -5.2% | +9.3% | -14.5% | -10.2% |
| 3M | +10.6% | -0.9% | +11.5% | +11.1% |
| 6M | -10.6% | +8.3% | -19.0% | -15.9% |
| YTD | -3.1% | +10.6% | -13.7% | -10.4% |
| 1Y | +15.6% | +10.5% | +5.0% | +6.7% |
| 3Y | -12.9% | +36.5% | -49.5% | -25.3% |
| All | -12.9% | +37.3% | -50.2% | -25.3% |
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