+62.5%
DRAM vs TROW
+30.3%
+32.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +6.0% | -11.3% | -8.3% |
| 7D | -16.6% | +8.2% | -24.9% | -20.4% |
| 30D | -26.9% | +8.3% | -35.2% | -30.0% |
| 3M | -17.8% | -1.6% | -16.2% | -16.5% |
| 6M | +6.2% | +11.9% | -5.7% | -6.3% |
| All | +62.5% | +30.3% | +32.2% | +19.3% |
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