+234.0%
AMD vs TROW
+6.5%
+227.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +6.1% |
| 7D | +10.0% | +0.4% | +9.6% | +9.6% |
| 30D | +4.6% | -4.0% | +8.7% | +7.8% |
| 3M | +3.1% | +5.0% | -1.9% | -4.0% |
| 6M | +162.8% | +24.3% | +138.5% | +109.8% |
| YTD | +136.2% | +9.8% | +126.4% | +109.4% |
| 1Y | +234.0% | +6.4% | +227.6% | +228.5% |
| All | +234.0% | +6.5% | +227.6% | +228.5% |
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