+4,404.4%
DELL vs TROW
+130.0%
+4,274.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.2% | +13.1% | +12.6% |
| 7D | +8.2% | -3.2% | +11.4% | +10.0% |
| 30D | +17.1% | -4.6% | +21.7% | +20.0% |
| 3M | +45.2% | -0.7% | +45.8% | +44.2% |
| 6M | +286.8% | +22.2% | +264.6% | +245.3% |
| YTD | +354.8% | +6.6% | +348.2% | +334.9% |
| 1Y | +358.3% | +5.8% | +352.4% | +339.6% |
| 3Y | +724.9% | +11.6% | +713.3% | +661.8% |
| 5Y | +1,193.7% | -38.9% | +1,232.6% | +1,463.0% |
| All | +4,404.4% | +130.0% | +4,274.4% | +3,349.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling