+14,787.4%
CAH vs TROW
+14,176.2%
+611.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.2% |
| 7D | -2.2% | -1.5% | -0.7% | -1.9% |
| 30D | +1.2% | -5.3% | +6.5% | +2.5% |
| 3M | +13.1% | +2.9% | +10.1% | +12.1% |
| 6M | +8.5% | +22.2% | -13.7% | +3.0% |
| YTD | +17.6% | +8.1% | +9.5% | +14.7% |
| 1Y | +60.7% | +5.8% | +54.8% | +57.0% |
| 3Y | +183.2% | +14.0% | +169.1% | +166.5% |
| 5Y | +402.2% | -38.3% | +440.5% | +435.7% |
| 10Y | +302.3% | +131.7% | +170.7% | +208.5% |
| All | +14,787.4% | +14,176.2% | +611.2% | +4,035.6% |
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