+17.2%
ABNB vs TROW
-7.2%
+24.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -1.8% |
| 7D | -7.4% | -1.5% | -5.9% | -6.5% |
| 30D | -8.2% | -5.3% | -2.9% | -4.7% |
| 3M | +29.1% | +2.9% | +26.2% | +26.1% |
| 6M | +26.6% | +22.2% | +4.4% | +9.8% |
| YTD | +25.0% | +8.1% | +16.9% | +17.1% |
| 1Y | +37.0% | +5.8% | +31.2% | +29.9% |
| 3Y | +16.3% | +14.0% | +2.3% | +2.6% |
| 5Y | +2.2% | -38.3% | +40.5% | +20.2% |
| All | +17.2% | -7.2% | +24.4% | +19.1% |
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