+14,855.3%
BN vs TROW
+14,398.8%
+456.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | -1.2% | +0.4% | -1.6% | -1.3% |
| 30D | -10.9% | -4.0% | -6.9% | -9.7% |
| 3M | -11.1% | +5.0% | -16.1% | -12.7% |
| 6M | -4.4% | +24.3% | -28.7% | -11.0% |
| YTD | -14.1% | +9.8% | -23.9% | -16.9% |
| 1Y | -11.1% | +6.4% | -17.5% | -13.0% |
| 3Y | +75.6% | +15.8% | +59.8% | +68.2% |
| 5Y | +35.8% | -37.3% | +73.1% | +55.3% |
| 10Y | +261.6% | +130.6% | +130.9% | +188.1% |
| All | +14,855.3% | +14,398.8% | +456.5% | +6,119.3% |
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