+115.6%
CRBG vs TROW
+14.5%
+101.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +2.1% |
| 7D | +0.6% | -3.2% | +3.8% | +2.4% |
| 30D | +2.6% | -4.6% | +7.2% | +5.3% |
| 3M | +24.0% | -0.7% | +24.6% | +23.9% |
| 6M | +50.5% | +22.2% | +28.3% | +33.8% |
| YTD | +17.1% | +6.6% | +10.5% | +12.2% |
| 1Y | +5.9% | +5.8% | +0.1% | +1.8% |
| 3Y | +122.7% | +11.6% | +111.1% | +104.6% |
| All | +115.6% | +14.5% | +101.1% | +90.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling