+5,194.5%
BDX vs TROW
+14,176.2%
-8,981.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.3% |
| 7D | -3.6% | -1.5% | -2.1% | -3.3% |
| 30D | +0.7% | -5.3% | +6.0% | +1.7% |
| 3M | +19.0% | +2.9% | +16.0% | +18.1% |
| 6M | +10.8% | +22.2% | -11.4% | +6.3% |
| YTD | +20.1% | +8.1% | +12.1% | +17.9% |
| 1Y | +23.1% | +5.8% | +17.3% | +21.2% |
| 3Y | -8.8% | +14.0% | -22.8% | -12.3% |
| 5Y | -1.4% | -38.3% | +36.8% | +4.3% |
| 10Y | +60.5% | +131.7% | -71.2% | +30.0% |
| All | +5,194.5% | +14,176.2% | -8,981.7% | +1,918.0% |
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