+7,078.7%
DECK vs TROW
+6,229.8%
+848.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -0.2% |
| 7D | +6.0% | +2.0% | +4.1% | +5.3% |
| 30D | +7.4% | +4.9% | +2.5% | +5.5% |
| 3M | -11.7% | -4.3% | -7.4% | -10.2% |
| 6M | -11.0% | +7.0% | -17.9% | -13.3% |
| YTD | -15.4% | +10.4% | -25.8% | -18.7% |
| 1Y | +7.2% | +11.8% | -4.5% | +2.6% |
| 3Y | -11.8% | +31.5% | -43.3% | -20.6% |
| 5Y | +24.3% | -38.3% | +62.7% | +45.2% |
| 10Y | +907.5% | +148.7% | +758.8% | +609.4% |
| All | +7,078.7% | +6,229.8% | +848.9% | +2,973.1% |
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 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