+82.8%
DRI vs TROW
-37.1%
+119.9%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.1% |
| 7D | +1.1% | +0.5% | +0.6% | +0.9% |
| 30D | +9.7% | +9.3% | +0.4% | +6.3% |
| 3M | +3.2% | -0.9% | +4.1% | +3.3% |
| 6M | +20.6% | +8.3% | +12.2% | +16.5% |
| YTD | +28.3% | +10.6% | +17.6% | +22.3% |
| 1Y | +34.5% | +10.5% | +24.0% | +28.3% |
| 3Y | +66.5% | +36.5% | +30.0% | +44.1% |
| All | +82.8% | -37.1% | +119.9% | +113.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling