-14.1%
CG vs TROW
+17.3%
-31.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +6.0% | -1.4% | -0.5% |
| 7D | +9.4% | +8.2% | +1.2% | +2.4% |
| 30D | +8.7% | +8.3% | +0.4% | +1.6% |
| 3M | -15.0% | -1.6% | -13.4% | -14.1% |
| 6M | -13.2% | +11.9% | -25.1% | -23.2% |
| YTD | -26.2% | +14.3% | -40.5% | -37.1% |
| 1Y | -14.1% | +17.0% | -31.1% | -28.5% |
| All | -14.1% | +17.3% | -31.4% | -28.5% |
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 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