+1,458.7%
DIS vs TROW
+14,446.5%
-12,987.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.4% |
| 7D | -2.6% | -1.3% | -1.3% | -2.1% |
| 30D | +3.5% | -4.5% | +8.0% | +5.1% |
| 3M | +6.8% | +3.9% | +3.0% | +5.1% |
| 6M | +3.0% | +22.6% | -19.6% | -4.3% |
| YTD | -6.7% | +10.1% | -16.9% | -10.4% |
| 1Y | -10.1% | +3.6% | -13.7% | -11.9% |
| 3Y | +33.0% | +12.4% | +20.6% | +25.8% |
| 5Y | -40.0% | -37.5% | -2.5% | -32.0% |
| 10Y | +21.1% | +130.0% | -108.9% | -11.9% |
| All | +1,458.7% | +14,446.5% | -12,987.8% | +348.4% |
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 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