+1,480.5%
BA vs TROW
+14,749.5%
-13,269.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -1.4% | -1.7% | +0.3% | -0.8% |
| 30D | -7.9% | +6.4% | -14.3% | -9.9% |
| 3M | -25.2% | -1.5% | -23.7% | -24.8% |
| 6M | -26.7% | +8.3% | -35.0% | -28.7% |
| YTD | -19.6% | +12.4% | -32.0% | -23.1% |
| 1Y | -10.6% | +12.4% | -23.0% | -14.5% |
| 3Y | -11.2% | +38.3% | -49.6% | -21.5% |
| 5Y | -20.4% | -35.2% | +14.7% | -10.9% |
| 10Y | +26.8% | +128.8% | -102.1% | -1.0% |
| All | +1,480.5% | +14,749.5% | -13,269.1% | +394.2% |
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 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