+1,335.7%
BP vs TROW
+14,446.5%
-13,110.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +3.9% | -1.3% | +5.3% | +4.2% |
| 30D | +7.6% | -4.5% | +12.1% | +8.8% |
| 3M | +0.7% | +3.9% | -3.2% | -0.7% |
| 6M | +15.5% | +22.6% | -7.1% | +9.2% |
| YTD | +30.8% | +10.1% | +20.7% | +26.6% |
| 1Y | +34.3% | +3.6% | +30.7% | +31.7% |
| 3Y | +35.1% | +12.4% | +22.6% | +28.2% |
| 5Y | +126.8% | -37.5% | +164.3% | +142.5% |
| 10Y | +123.4% | +130.0% | -6.6% | +74.9% |
| All | +1,335.7% | +14,446.5% | -13,110.8% | +625.8% |
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