+11,573.1%
COST vs TROW
+14,176.2%
-2,603.0%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | -2.8% | -1.5% | -1.3% | -2.4% |
| 30D | -5.3% | -5.3% | 0.0% | -3.9% |
| 3M | -6.7% | +2.9% | -9.6% | -7.7% |
| 6M | -9.9% | +22.2% | -32.1% | -15.2% |
| YTD | +5.1% | +8.1% | -3.0% | +2.1% |
| 1Y | -7.3% | +5.8% | -13.1% | -9.6% |
| 3Y | +70.4% | +14.0% | +56.4% | +59.9% |
| 5Y | +104.4% | -38.3% | +142.7% | +122.6% |
| 10Y | +609.0% | +131.7% | +477.3% | +420.5% |
| All | +11,573.1% | +14,176.2% | -2,603.0% | +2,791.5% |
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