+1,376.8%
BAC vs TROW
+14,446.5%
-13,069.7%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.5% |
| 7D | +1.1% | -1.3% | +2.4% | +1.8% |
| 30D | -0.4% | -4.5% | +4.1% | +2.2% |
| 3M | +16.9% | +3.9% | +13.0% | +13.7% |
| 6M | +26.6% | +22.6% | +4.0% | +11.9% |
| YTD | +15.8% | +10.1% | +5.7% | +8.2% |
| 1Y | +27.2% | +3.6% | +23.6% | +22.8% |
| 3Y | +132.4% | +12.4% | +120.0% | +111.5% |
| 5Y | +72.6% | -37.5% | +110.1% | +109.2% |
| 10Y | +389.7% | +130.0% | +259.8% | +183.4% |
| All | +1,376.8% | +14,446.5% | -13,069.7% | +177.4% |
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 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