+1,665.8%
AMAT vs TROW
+129.7%
+1,536.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.2% |
| 7D | +7.0% | +0.4% | +6.6% | +6.6% |
| 30D | -12.2% | -4.0% | -8.2% | -9.6% |
| 3M | -3.8% | +5.0% | -8.8% | -8.2% |
| 6M | +45.9% | +24.3% | +21.6% | +22.4% |
| YTD | +84.6% | +9.8% | +74.9% | +69.5% |
| 1Y | +193.4% | +6.4% | +186.9% | +174.4% |
| 3Y | +228.1% | +15.8% | +212.3% | +181.4% |
| 5Y | +268.9% | -37.3% | +306.2% | +399.0% |
| 10Y | +1,665.8% | +130.6% | +1,535.1% | +1,073.0% |
| All | +1,665.8% | +129.7% | +1,536.1% | +1,073.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling