+1,821.9%
BA vs TROW
+14,446.5%
-12,624.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.2% |
| 7D | +1.2% | -1.3% | +2.5% | +1.6% |
| 30D | -11.6% | -4.5% | -7.1% | -10.2% |
| 3M | -2.4% | +3.9% | -6.2% | -3.7% |
| 6M | -6.6% | +22.6% | -29.2% | -12.9% |
| YTD | -2.2% | +10.1% | -12.4% | -5.8% |
| 1Y | -8.0% | +3.6% | -11.6% | -9.5% |
| 3Y | -5.0% | +12.4% | -17.4% | -10.0% |
| 5Y | -2.7% | -37.5% | +34.8% | +10.2% |
| 10Y | +75.9% | +130.0% | -54.1% | +37.3% |
| All | +1,821.9% | +14,446.5% | -12,624.6% | +505.3% |
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