+6,524.1%
AXP vs TROW
+14,443.7%
-7,919.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +0.6% | +4.3% | -3.8% | -1.6% |
| 30D | +5.8% | +4.2% | +1.7% | +3.6% |
| 3M | -6.0% | -3.4% | -2.6% | -4.6% |
| 6M | +0.3% | +4.7% | -4.4% | -2.6% |
| YTD | -12.3% | +10.1% | -22.4% | -17.1% |
| 1Y | -11.2% | +11.7% | -23.0% | -16.7% |
| 3Y | +117.0% | +32.5% | +84.5% | +86.0% |
| 5Y | +93.2% | -38.5% | +131.7% | +135.2% |
| 10Y | +461.2% | +148.0% | +313.1% | +245.2% |
| All | +6,524.1% | +14,443.7% | -7,919.6% | +1,054.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling