+1,660.9%
DIS vs TROW
+14,513.4%
-12,852.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | 0.0% | +0.4% |
| 7D | +1.9% | +0.5% | +1.4% | +1.7% |
| 30D | +9.2% | +9.3% | -0.2% | +5.8% |
| 3M | +13.5% | -0.9% | +14.4% | +13.7% |
| 6M | +14.3% | +8.3% | +5.9% | +10.7% |
| YTD | +5.4% | +10.6% | -5.3% | +1.0% |
| 1Y | +12.2% | +10.5% | +1.6% | +7.4% |
| 3Y | +37.2% | +36.5% | +0.7% | +21.4% |
| 5Y | -23.1% | -37.1% | +13.9% | -13.1% |
| 10Y | +32.2% | +125.2% | -93.0% | -3.1% |
| All | +1,660.9% | +14,513.4% | -12,852.5% | +405.2% |
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