+358.3%
DELL vs TROW
+4.9%
+353.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.2% | +13.1% | +12.5% |
| 7D | +8.2% | -3.2% | +11.4% | +9.9% |
| 30D | +17.1% | -4.6% | +21.7% | +19.8% |
| 3M | +45.2% | -0.7% | +45.8% | +41.9% |
| 6M | +286.8% | +22.2% | +264.6% | +239.2% |
| YTD | +354.8% | +6.6% | +348.2% | +319.7% |
| 1Y | +358.3% | +5.8% | +352.4% | +326.0% |
| All | +358.3% | +4.9% | +353.4% | +326.0% |
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