+477.7%
ASX vs TROW
-36.6%
+514.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.3% |
| 7D | +6.3% | +0.4% | +5.9% | +6.0% |
| 30D | +6.4% | -4.0% | +10.5% | +8.9% |
| 3M | +13.1% | +5.0% | +8.1% | +9.1% |
| 6M | +90.3% | +24.3% | +66.0% | +65.9% |
| YTD | +149.6% | +9.8% | +139.9% | +132.7% |
| 1Y | +249.2% | +6.4% | +242.7% | +230.6% |
| 3Y | +445.9% | +15.8% | +430.1% | +379.5% |
| 5Y | +477.7% | -37.3% | +515.0% | +621.8% |
| All | +477.7% | -36.6% | +514.4% | +621.8% |
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 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