+99.6%
DE vs TROW
-39.3%
+139.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.8% | +0.1% |
| 7D | -2.6% | -3.2% | +0.6% | -1.5% |
| 30D | +9.0% | -4.6% | +13.6% | +10.7% |
| 3M | +19.1% | -0.7% | +19.8% | +19.0% |
| 6M | +14.4% | +22.2% | -7.8% | +6.4% |
| YTD | +45.9% | +6.6% | +39.3% | +41.7% |
| 1Y | +43.6% | +5.8% | +37.8% | +39.5% |
| 3Y | +75.9% | +11.6% | +64.3% | +64.9% |
| All | +99.6% | -39.3% | +139.0% | +121.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling