+4,901.1%
SNPS vs TROW
+9,169.2%
-4,268.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.0% | -4.4% | -5.0% |
| 7D | -11.0% | -1.3% | -9.7% | -10.6% |
| 30D | -1.7% | -4.5% | +2.8% | -0.1% |
| 3M | -20.4% | +3.9% | -24.2% | -21.7% |
| 6M | -8.6% | +22.6% | -31.2% | -15.3% |
| YTD | -16.2% | +10.1% | -26.3% | -19.3% |
| 1Y | -34.6% | +3.6% | -38.2% | -35.6% |
| 3Y | -14.5% | +12.4% | -26.9% | -18.6% |
| 5Y | +17.0% | -37.5% | +54.5% | +34.9% |
| 10Y | +560.0% | +130.0% | +430.1% | +389.8% |
| All | +4,901.1% | +9,169.2% | -4,268.0% | +893.5% |
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