+111.2%
AMD vs TROW
+13.0%
+98.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.3% | +12.4% | +13.1% |
| 7D | +6.5% | +4.4% | +2.1% | +4.4% |
| 30D | -15.3% | +5.5% | -20.7% | -17.4% |
| 3M | +9.7% | -1.3% | +11.0% | +11.4% |
| 6M | +13.2% | +7.9% | +5.3% | +5.1% |
| YTD | +140.6% | +12.6% | +127.9% | +113.0% |
| 1Y | +111.2% | +13.3% | +97.8% | +86.0% |
| All | +111.2% | +13.0% | +98.2% | +86.0% |
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 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