+8.6%
DECK vs TROW
+11.7%
-3.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | +5.8% | +4.3% | +1.4% | +3.1% |
| 30D | +7.9% | +4.2% | +3.7% | +5.2% |
| 3M | -11.4% | -3.4% | -8.0% | -9.6% |
| 6M | -16.6% | +4.7% | -21.2% | -19.6% |
| YTD | -16.4% | +10.1% | -26.5% | -21.6% |
| 1Y | +8.6% | +11.7% | -3.1% | +0.2% |
| All | +8.6% | +11.7% | -3.1% | +0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling