+6,920.8%
DECK vs TROW
+6,213.5%
+707.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.5% | +1.9% |
| 7D | -2.2% | -1.3% | -0.9% | -1.7% |
| 30D | -13.6% | -4.5% | -9.1% | -12.1% |
| 3M | -21.2% | +3.9% | -25.1% | -22.5% |
| 6M | -21.1% | +22.6% | -43.7% | -27.0% |
| YTD | -17.2% | +10.1% | -27.4% | -20.4% |
| 1Y | -30.7% | +3.6% | -34.3% | -31.8% |
| 3Y | -3.4% | +12.4% | -15.8% | -8.1% |
| 5Y | +25.5% | -37.5% | +63.0% | +45.6% |
| 10Y | +714.7% | +130.0% | +584.7% | +489.5% |
| All | +6,920.8% | +6,213.5% | +707.3% | +2,909.5% |
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