+143.3%
DELL vs TROW
+17.3%
+126.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.0% | -14.8% | -11.1% |
| 7D | -24.6% | +8.2% | -32.8% | -27.2% |
| 30D | -32.5% | +8.3% | -40.8% | -34.8% |
| 3M | -20.2% | -1.6% | -18.6% | -19.2% |
| 6M | +76.5% | +11.9% | +64.6% | +61.3% |
| YTD | +198.9% | +14.3% | +184.6% | +162.2% |
| 1Y | +143.3% | +17.0% | +126.3% | +105.0% |
| All | +143.3% | +17.3% | +126.0% | +105.0% |
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