-16.2%
BN vs TROW
+4.9%
-21.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +1.1% |
| 7D | -5.2% | -3.2% | -2.0% | -3.4% |
| 30D | -14.5% | -4.6% | -9.9% | -12.1% |
| 3M | -15.0% | -0.7% | -14.3% | -15.8% |
| 6M | -5.4% | +22.2% | -27.6% | -19.1% |
| YTD | -16.4% | +6.6% | -23.1% | -22.4% |
| 1Y | -16.2% | +5.8% | -22.1% | -21.6% |
| All | -16.2% | +4.9% | -21.1% | -21.6% |
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