+724.9%
DELL vs TROW
+11.3%
+713.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.2% | +13.1% | +12.7% |
| 7D | +8.2% | -3.2% | +11.4% | +10.4% |
| 30D | +17.1% | -4.6% | +21.7% | +20.6% |
| 3M | +45.2% | -0.7% | +45.8% | +43.3% |
| 6M | +286.8% | +22.2% | +264.6% | +234.6% |
| YTD | +354.8% | +6.6% | +348.2% | +327.2% |
| 1Y | +358.3% | +5.8% | +352.4% | +331.7% |
| 3Y | +724.9% | +11.6% | +713.3% | +645.8% |
| All | +724.9% | +11.3% | +713.6% | +645.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling