+14,263.1%
DE vs TROW
+14,176.2%
+87.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | 0.0% |
| 7D | -3.0% | -1.5% | -1.5% | -2.5% |
| 30D | +11.1% | -5.3% | +16.4% | +13.1% |
| 3M | +17.6% | +2.9% | +14.7% | +16.1% |
| 6M | +13.6% | +22.2% | -8.6% | +5.7% |
| YTD | +46.3% | +8.1% | +38.2% | +41.4% |
| 1Y | +44.2% | +5.8% | +38.4% | +40.1% |
| 3Y | +76.6% | +14.0% | +62.6% | +65.4% |
| 5Y | +98.2% | -38.3% | +136.5% | +121.3% |
| 10Y | +863.5% | +131.7% | +731.9% | +589.2% |
| All | +14,263.1% | +14,176.2% | +87.0% | +3,945.3% |
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