+25,535.4%
BRO vs TROW
+13,984.0%
+11,551.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | -7.3% | -3.2% | -4.1% | -6.6% |
| 30D | -6.9% | -4.6% | -2.2% | -5.8% |
| 3M | +10.7% | -0.7% | +11.3% | +10.7% |
| 6M | -2.7% | +22.2% | -24.9% | -7.6% |
| YTD | -16.3% | +6.6% | -23.0% | -18.1% |
| 1Y | -29.1% | +5.8% | -34.9% | -30.5% |
| 3Y | -7.8% | +11.6% | -19.4% | -12.2% |
| 5Y | +18.7% | -38.9% | +57.7% | +28.8% |
| 10Y | +291.9% | +128.5% | +163.3% | +208.7% |
| All | +25,535.4% | +13,984.0% | +11,551.4% | +8,894.4% |
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