+1,008.9%
BE vs TROW
+25.5%
+983.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.3% | +10.0% | +9.9% |
| 7D | +29.8% | +0.4% | +29.4% | +29.3% |
| 30D | +26.4% | -4.0% | +30.4% | +30.4% |
| 3M | +9.3% | +5.0% | +4.3% | +2.9% |
| 6M | +105.1% | +24.3% | +80.7% | +67.6% |
| YTD | +219.0% | +9.8% | +209.3% | +189.0% |
| 1Y | +418.8% | +6.4% | +412.3% | +384.0% |
| 3Y | +1,784.6% | +15.8% | +1,768.8% | +1,534.0% |
| 5Y | +1,251.0% | -37.3% | +1,288.2% | +1,777.2% |
| All | +1,008.9% | +25.5% | +983.4% | +946.4% |
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