+9,832.2%
CRS vs TROW
+14,176.2%
-4,344.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.6% |
| 7D | -0.5% | -1.5% | +1.0% | +0.1% |
| 30D | -18.1% | -5.3% | -12.8% | -16.2% |
| 3M | -12.4% | +2.9% | -15.4% | -13.9% |
| 6M | +15.9% | +22.2% | -6.3% | +6.1% |
| YTD | +45.8% | +8.1% | +37.7% | +39.7% |
| 1Y | +87.8% | +5.8% | +81.9% | +81.2% |
| 3Y | +648.7% | +14.0% | +634.7% | +600.7% |
| 5Y | +1,416.6% | -38.3% | +1,454.9% | +1,698.1% |
| 10Y | +1,412.7% | +131.7% | +1,281.0% | +1,018.8% |
| All | +9,832.2% | +14,176.2% | -4,344.0% | +4,244.4% |
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 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