+565.7%
AMZN vs TROW
+130.0%
+435.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.5% |
| 7D | -0.7% | -3.2% | +2.5% | +1.0% |
| 30D | -3.9% | -4.6% | +0.7% | -1.6% |
| 3M | +6.3% | -0.7% | +7.0% | +5.6% |
| 6M | +20.8% | +22.2% | -1.5% | +7.4% |
| YTD | +11.2% | +6.6% | +4.6% | +5.9% |
| 1Y | +11.7% | +5.8% | +5.8% | +6.5% |
| 3Y | +79.4% | +11.6% | +67.8% | +63.7% |
| 5Y | +48.0% | -38.9% | +87.0% | +74.1% |
| All | +565.7% | +130.0% | +435.6% | +433.4% |
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