+2,271.9%
D vs TROW
+14,446.5%
-12,174.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | +1.5% | -1.3% | +2.8% | +1.7% |
| 30D | -2.6% | -4.5% | +1.9% | -1.9% |
| 3M | 0.0% | +3.9% | -3.9% | -0.7% |
| 6M | +7.4% | +22.6% | -15.2% | +3.7% |
| YTD | +15.9% | +10.1% | +5.7% | +13.7% |
| 1Y | +18.1% | +3.6% | +14.5% | +16.9% |
| 3Y | +58.4% | +12.4% | +46.0% | +53.4% |
| 5Y | +5.2% | -37.5% | +42.7% | +9.9% |
| 10Y | +35.9% | +130.0% | -94.1% | +15.2% |
| All | +2,271.9% | +14,446.5% | -12,174.6% | +1,228.7% |
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