+139.2%
TRV vs SNPS
-13.6%
+152.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.2% |
| 7D | -1.8% | -4.6% | +2.8% | -1.7% |
| 30D | -2.1% | -3.3% | +1.2% | -2.1% |
| 3M | +21.2% | -13.8% | +34.9% | +21.6% |
| 6M | +22.0% | -8.2% | +30.2% | +21.9% |
| YTD | +27.7% | -15.4% | +43.2% | +28.0% |
| 1Y | +36.6% | +2.4% | +34.1% | +34.9% |
| All | +139.2% | -13.6% | +152.8% | +130.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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