+4,768.7%
BEN vs TROW
+14,176.2%
-9,407.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -0.6% |
| 7D | +3.4% | -1.5% | +4.9% | +4.3% |
| 30D | +1.8% | -5.3% | +7.1% | +5.1% |
| 3M | +8.4% | +2.9% | +5.4% | +6.1% |
| 6M | +35.6% | +22.2% | +13.4% | +19.9% |
| YTD | +46.4% | +8.1% | +38.3% | +38.9% |
| 1Y | +46.3% | +5.8% | +40.5% | +40.5% |
| 3Y | +54.6% | +14.0% | +40.6% | +41.8% |
| 5Y | +39.4% | -38.3% | +77.7% | +82.2% |
| 10Y | +57.6% | +131.7% | -74.1% | -2.9% |
| All | +4,768.7% | +14,176.2% | -9,407.5% | +568.7% |
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