+13.6%
ED vs TROW
+6.0%
+7.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -1.9% | -3.0% | +1.1% | -2.1% |
| 30D | +0.1% | -5.5% | +5.5% | -0.4% |
| 3M | 0.0% | +2.3% | -2.3% | +0.7% |
| 6M | -2.5% | +23.9% | -26.4% | +1.2% |
| YTD | +10.1% | +7.9% | +2.2% | +12.1% |
| 1Y | +13.6% | +6.1% | +7.5% | +16.4% |
| All | +13.6% | +6.0% | +7.6% | +16.4% |
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 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