+7,463.6%
CI vs TROW
+14,446.5%
-6,982.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.0% |
| 7D | +1.3% | -1.3% | +2.6% | +1.7% |
| 30D | +4.4% | -4.5% | +9.0% | +5.8% |
| 3M | +0.7% | +3.9% | -3.2% | -0.7% |
| 6M | +0.3% | +22.6% | -22.2% | -5.7% |
| YTD | +3.8% | +10.1% | -6.3% | +0.3% |
| 1Y | -5.5% | +3.6% | -9.1% | -7.1% |
| 3Y | +8.1% | +12.4% | -4.3% | +1.4% |
| 5Y | +42.8% | -37.5% | +80.3% | +53.8% |
| 10Y | +143.9% | +130.0% | +13.9% | +78.0% |
| All | +7,463.6% | +14,446.5% | -6,982.9% | +2,372.5% |
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