+60.4%
AMGN vs TROW
+0.2%
+60.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.4% |
| 7D | +1.1% | -1.3% | +2.4% | +1.3% |
| 30D | +7.8% | -4.5% | +12.4% | +8.4% |
| 3M | +27.3% | +3.9% | +23.4% | +27.2% |
| 6M | +16.8% | +22.6% | -5.7% | +15.8% |
| YTD | +36.3% | +10.1% | +26.2% | +34.1% |
| 1Y | +60.4% | +3.6% | +56.8% | +53.6% |
| All | +60.4% | +0.2% | +60.2% | +53.6% |
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