+7,540.2%
DRI vs TROW
+5,215.6%
+2,324.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.4% |
| 3M | +3.2% | -0.9% | +4.1% | +3.3% |
| 6M | +20.6% | +8.3% | +12.2% | +16.8% |
| YTD | +28.3% | +10.6% | +17.6% | +22.8% |
| 1Y | +34.5% | +10.5% | +24.0% | +28.8% |
| 3Y | +66.5% | +36.5% | +30.0% | +46.6% |
| 5Y | +79.6% | -37.1% | +116.7% | +99.5% |
| 10Y | +333.8% | +125.2% | +208.6% | +220.0% |
| All | +7,540.2% | +5,215.6% | +2,324.6% | +3,116.1% |
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