+1,045.8%
C vs TROW
+14,749.5%
-13,703.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -0.4% | -1.7% | +1.2% | +0.6% |
| 30D | -5.3% | +6.4% | -11.8% | -8.8% |
| 3M | -8.0% | -1.5% | -6.5% | -7.4% |
| 6M | -0.3% | +8.3% | -8.5% | -5.7% |
| YTD | +8.6% | +12.4% | -3.8% | 0.0% |
| 1Y | +25.8% | +12.4% | +13.4% | +15.8% |
| 3Y | +221.2% | +38.3% | +182.8% | +158.7% |
| 5Y | +113.6% | -35.2% | +148.7% | +157.7% |
| 10Y | +218.3% | +128.8% | +89.5% | +81.4% |
| All | +1,045.8% | +14,749.5% | -13,703.7% | +87.1% |
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