+145.9%
AR vs TROW
-38.9%
+184.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -1.3% | -3.0% | +1.7% | -0.2% |
| 30D | +3.5% | -5.5% | +9.0% | +5.7% |
| 3M | +9.9% | +2.3% | +7.6% | +7.9% |
| 6M | +4.5% | +23.9% | -19.4% | -5.6% |
| YTD | +13.7% | +7.9% | +5.8% | +8.1% |
| 1Y | +19.2% | +6.1% | +13.1% | +14.0% |
| 3Y | +46.2% | +13.8% | +32.3% | +32.6% |
| 5Y | +145.9% | -38.2% | +184.1% | +221.3% |
| All | +145.9% | -38.9% | +184.8% | +221.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling