+4,782.6%
DELL vs TROW
+127.6%
+4,655.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +1.1% |
| 7D | +8.7% | -1.5% | +10.2% | +9.6% |
| 30D | +16.9% | -5.3% | +22.2% | +20.2% |
| 3M | +40.4% | +2.9% | +37.5% | +37.0% |
| 6M | +267.1% | +22.2% | +244.9% | +228.0% |
| YTD | +329.1% | +8.1% | +321.0% | +307.7% |
| 1Y | +346.9% | +5.8% | +341.1% | +329.0% |
| 3Y | +696.6% | +14.0% | +682.6% | +628.1% |
| 5Y | +1,106.2% | -38.3% | +1,144.5% | +1,349.5% |
| 10Y | +4,177.7% | +131.7% | +4,046.1% | +3,141.1% |
| All | +4,782.6% | +127.6% | +4,655.0% | +3,637.7% |
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