+34.5%
BBY vs TROW
+17.3%
+17.2%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +6.0% | +2.0% | +5.7% |
| 7D | +4.5% | +8.2% | -3.7% | +1.8% |
| 30D | +16.0% | +8.3% | +7.7% | +12.8% |
| 3M | +18.6% | -1.6% | +20.2% | +18.6% |
| 6M | +80.1% | +11.9% | +68.2% | +73.8% |
| YTD | +57.4% | +14.3% | +43.1% | +51.8% |
| 1Y | +34.5% | +17.0% | +17.5% | +27.8% |
| All | +34.5% | +17.3% | +17.2% | +27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling