+29.4%
B vs TROW
+17.3%
+12.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.0% | +2.3% | +5.3% |
| 7D | +1.1% | +8.2% | -7.1% | -2.7% |
| 30D | +0.3% | +8.3% | -8.0% | -3.5% |
| 3M | +5.4% | -1.6% | +7.0% | +5.6% |
| 6M | +5.5% | +11.9% | -6.4% | +0.1% |
| YTD | -6.3% | +14.3% | -20.7% | -14.1% |
| 1Y | +29.4% | +17.0% | +12.4% | +18.4% |
| All | +29.4% | +17.3% | +12.1% | +18.4% |
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