+44.6%
AU vs TROW
+17.3%
+27.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +6.0% | +2.0% | +4.2% |
| 7D | +0.8% | +8.2% | -7.5% | -4.0% |
| 30D | -7.0% | +8.3% | -15.3% | -11.4% |
| 3M | +8.5% | -1.6% | +10.1% | +9.1% |
| 6M | -1.3% | +11.9% | -13.2% | -7.1% |
| YTD | +6.8% | +14.3% | -7.6% | -6.6% |
| 1Y | +44.6% | +17.0% | +27.6% | +24.3% |
| All | +44.6% | +17.3% | +27.3% | +24.3% |
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 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