+85.2%
AZO vs TROW
-39.3%
+124.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | 0.0% |
| 7D | -3.6% | -3.2% | -0.4% | -3.0% |
| 30D | -5.6% | -4.6% | -0.9% | -4.8% |
| 3M | -6.6% | -0.7% | -6.0% | -6.7% |
| 6M | -22.5% | +22.2% | -44.7% | -25.3% |
| YTD | -15.2% | +6.6% | -21.8% | -16.5% |
| 1Y | -33.9% | +5.8% | -39.8% | -35.0% |
| 3Y | +11.8% | +11.6% | +0.2% | +7.6% |
| All | +85.2% | -39.3% | +124.6% | +103.2% |
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