+3,834.6%
ALL vs TROW
+8,838.4%
-5,003.8%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.1% |
| 7D | +5.0% | +0.5% | +4.6% | +4.8% |
| 30D | +13.3% | +9.3% | +4.0% | +9.5% |
| 3M | +3.2% | -0.9% | +4.1% | +3.3% |
| 6M | +25.3% | +8.3% | +17.0% | +20.8% |
| YTD | +30.5% | +10.6% | +19.8% | +23.9% |
| 1Y | +29.2% | +10.5% | +18.7% | +22.6% |
| 3Y | +119.1% | +36.5% | +82.6% | +86.9% |
| 5Y | +162.6% | -37.1% | +199.7% | +190.0% |
| 10Y | +378.8% | +125.2% | +253.6% | +212.8% |
| All | +3,834.6% | +8,838.4% | -5,003.8% | +1,050.2% |
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