+659.1%
B vs TROW
+14,513.4%
-13,854.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.3% | -0.7% |
| 7D | -7.3% | +0.5% | -7.8% | -7.4% |
| 30D | -3.3% | +9.3% | -12.7% | -4.1% |
| 3M | -7.8% | -0.9% | -6.8% | -7.6% |
| 6M | -15.5% | +8.3% | -23.9% | -16.1% |
| YTD | -12.3% | +10.6% | -22.9% | -13.0% |
| 1Y | +5.4% | +10.5% | -5.2% | +4.4% |
| 3Y | +165.5% | +36.5% | +129.0% | +157.8% |
| 5Y | +107.0% | -37.1% | +144.1% | +111.4% |
| 10Y | +210.6% | +125.2% | +85.4% | +185.2% |
| All | +659.1% | +14,513.4% | -13,854.3% | +552.0% |
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