+44.9%
C vs TROW
+0.2%
+44.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.1% |
| 7D | +3.6% | -1.3% | +4.9% | +4.2% |
| 30D | +0.1% | -4.5% | +4.6% | +2.2% |
| 3M | +2.4% | +3.9% | -1.4% | -0.7% |
| 6M | +24.9% | +22.6% | +2.4% | +8.9% |
| YTD | +19.8% | +10.1% | +9.7% | +9.6% |
| 1Y | +44.9% | +3.6% | +41.3% | +38.3% |
| All | +44.9% | +0.2% | +44.7% | +38.3% |
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 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