+8.1%
AMT vs TROW
+12.9%
-4.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.4% | 0.0% |
| 7D | +1.5% | -1.5% | +3.0% | +1.6% |
| 30D | +3.7% | -5.3% | +9.0% | +4.3% |
| 3M | -7.2% | +2.9% | -10.1% | -7.6% |
| 6M | -4.2% | +22.2% | -26.4% | -6.3% |
| YTD | +1.9% | +8.1% | -6.2% | +0.8% |
| 1Y | -6.4% | +5.8% | -12.2% | -7.2% |
| All | +8.1% | +12.9% | -4.8% | +2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling