+86.1%
ARM vs TROW
+0.2%
+85.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.0% | +4.9% | +4.5% |
| 7D | +5.5% | -1.3% | +6.8% | +6.3% |
| 30D | -8.2% | -4.5% | -3.7% | -5.7% |
| 3M | -35.9% | +3.9% | -39.8% | -38.2% |
| 6M | +103.1% | +22.6% | +80.5% | +76.5% |
| YTD | +130.6% | +10.1% | +120.5% | +107.6% |
| 1Y | +86.1% | +3.6% | +82.5% | +56.8% |
| All | +86.1% | +0.2% | +85.9% | +56.8% |
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