+14.9%
DIA vs TROW
+17.3%
-2.4%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.0% | -2.9% | +1.4% |
| 7D | +1.6% | +8.2% | -6.6% | -0.7% |
| 30D | +4.1% | +8.3% | -4.2% | +1.7% |
| 3M | -1.0% | -1.6% | +0.5% | -0.7% |
| 6M | +9.7% | +11.9% | -2.2% | +5.2% |
| YTD | +12.2% | +14.3% | -2.2% | +5.5% |
| 1Y | +14.9% | +17.0% | -2.1% | +6.7% |
| All | +14.9% | +17.3% | -2.4% | +6.7% |
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 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