+70,808.4%
BBY vs TROW
+14,151.0%
+56,657.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.2% | +0.1% |
| 7D | +0.7% | -3.0% | +3.7% | +1.9% |
| 30D | +5.8% | -5.5% | +11.2% | +8.2% |
| 3M | +18.0% | +2.3% | +15.7% | +16.7% |
| 6M | +39.8% | +23.9% | +15.9% | +27.5% |
| YTD | +35.4% | +7.9% | +27.5% | +30.2% |
| 1Y | +21.4% | +6.1% | +15.3% | +17.5% |
| 3Y | +39.5% | +13.8% | +25.7% | +31.3% |
| 5Y | -0.5% | -38.2% | +37.7% | +17.5% |
| 10Y | +240.0% | +131.3% | +108.8% | +140.3% |
| All | +70,808.4% | +14,151.0% | +56,657.4% | +16,277.8% |
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 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