+116.2%
B vs TROW
-35.4%
+151.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -2.7% | -1.7% | -1.0% | -2.2% |
| 30D | -4.3% | +6.4% | -10.8% | -5.9% |
| 3M | -2.3% | -1.5% | -0.8% | -1.9% |
| 6M | -16.2% | +8.3% | -24.5% | -17.9% |
| YTD | -8.8% | +12.4% | -21.2% | -11.7% |
| 1Y | +11.4% | +12.4% | -1.0% | +7.8% |
| 3Y | +174.3% | +38.3% | +136.0% | +149.9% |
| 5Y | +116.2% | -35.2% | +151.3% | +104.8% |
| All | +116.2% | -35.4% | +151.6% | +104.8% |
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