+851.2%
EEM vs TROW
+1,442.3%
-591.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.3% |
| 7D | +2.0% | -1.5% | +3.5% | +2.8% |
| 30D | +5.1% | -5.3% | +10.4% | +8.0% |
| 3M | +4.6% | +2.9% | +1.6% | +2.4% |
| 6M | +17.8% | +22.2% | -4.4% | +5.3% |
| YTD | +25.8% | +8.1% | +17.7% | +19.5% |
| 1Y | +36.4% | +5.8% | +30.6% | +30.6% |
| 3Y | +90.0% | +14.0% | +76.0% | +69.0% |
| 5Y | +46.6% | -38.3% | +84.8% | +72.3% |
| 10Y | +132.3% | +131.7% | +0.6% | +15.6% |
| All | +851.2% | +1,442.3% | -591.1% | +82.7% |
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