+157.1%
TRV vs SNPS
+17.2%
+140.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | +0.2% | -5.5% | +5.7% | +0.4% |
| 30D | -2.3% | -4.5% | +2.1% | -2.2% |
| 3M | +22.7% | -15.5% | +38.2% | +23.5% |
| 6M | +21.9% | -10.1% | +32.0% | +22.1% |
| YTD | +27.5% | -16.3% | +43.8% | +28.0% |
| 1Y | +36.2% | -34.9% | +71.2% | +37.9% |
| 3Y | +140.6% | -14.4% | +155.0% | +133.8% |
| All | +157.1% | +17.2% | +140.0% | +139.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling