+67.5%
BHP vs TROW
+4.9%
+62.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | +0.3% |
| 7D | -3.6% | -3.2% | -0.4% | -2.2% |
| 30D | -1.2% | -4.6% | +3.4% | +1.0% |
| 3M | +1.2% | -0.7% | +1.8% | +0.9% |
| 6M | +21.4% | +22.2% | -0.8% | +10.7% |
| YTD | +50.4% | +6.6% | +43.8% | +41.3% |
| 1Y | +67.5% | +5.8% | +61.7% | +58.7% |
| All | +67.5% | +4.9% | +62.6% | +58.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling