+1,164.3%
C vs TROW
+14,176.2%
-13,011.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.7% |
| 7D | +2.6% | -1.5% | +4.1% | +3.5% |
| 30D | +1.9% | -5.3% | +7.2% | +5.1% |
| 3M | +2.8% | +2.9% | -0.1% | +0.3% |
| 6M | +30.6% | +22.2% | +8.3% | +14.8% |
| YTD | +19.9% | +8.1% | +11.8% | +13.1% |
| 1Y | +44.6% | +5.8% | +38.8% | +38.0% |
| 3Y | +272.1% | +14.0% | +258.1% | +236.4% |
| 5Y | +132.0% | -38.3% | +170.2% | +187.5% |
| 10Y | +294.7% | +131.7% | +163.0% | +123.3% |
| All | +1,164.3% | +14,176.2% | -13,011.9% | +111.5% |
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