+1,218.2%
BE vs TROW
-38.9%
+1,257.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.8% |
| 7D | +9.7% | -3.0% | +12.7% | +12.9% |
| 30D | +22.4% | -5.5% | +27.8% | +28.7% |
| 3M | +10.4% | +2.3% | +8.1% | +5.4% |
| 6M | +67.9% | +23.9% | +43.9% | +33.0% |
| YTD | +197.5% | +7.9% | +189.6% | +168.8% |
| 1Y | +310.6% | +6.1% | +304.4% | +278.6% |
| 3Y | +1,657.2% | +13.8% | +1,643.4% | +1,384.2% |
| 5Y | +1,218.2% | -38.2% | +1,256.4% | +2,215.0% |
| All | +1,218.2% | -38.9% | +1,257.0% | +2,215.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling