-55.9%
ADBE vs TROW
+12.7%
-68.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.3% |
| 7D | -12.9% | -3.0% | -9.9% | -11.9% |
| 30D | -5.6% | -5.5% | -0.2% | -3.6% |
| 3M | +6.6% | +2.3% | +4.4% | +5.2% |
| 6M | -9.6% | +23.9% | -33.5% | -17.5% |
| YTD | -28.9% | +7.9% | -36.8% | -31.5% |
| 1Y | -28.9% | +6.1% | -35.1% | -31.2% |
| All | -55.9% | +12.7% | -68.6% | -58.3% |
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