+21.3%
ADM vs TROW
+17.3%
+4.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.0% | -5.6% | 0.0% |
| 7D | -8.3% | +8.2% | -16.5% | -8.8% |
| 30D | -14.1% | +8.3% | -22.4% | -14.6% |
| 3M | -10.7% | -1.6% | -9.2% | -10.1% |
| 6M | -5.9% | +11.9% | -17.8% | -7.9% |
| YTD | +25.8% | +14.3% | +11.4% | +22.8% |
| 1Y | +21.3% | +17.0% | +4.3% | +18.8% |
| All | +21.3% | +17.3% | +4.0% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling