+60,798.0%
EME vs TROW
+6,456.9%
+54,341.0%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -1.8% |
| 7D | +2.7% | -1.5% | +4.2% | +3.4% |
| 30D | -6.8% | -5.3% | -1.5% | -4.7% |
| 3M | -8.8% | +2.9% | -11.8% | -10.4% |
| 6M | +5.0% | +22.2% | -17.2% | -4.0% |
| YTD | +23.5% | +8.1% | +15.4% | +18.4% |
| 1Y | +21.3% | +5.8% | +15.5% | +17.3% |
| 3Y | +241.1% | +14.0% | +227.0% | +216.4% |
| 5Y | +549.2% | -38.3% | +587.4% | +651.4% |
| 10Y | +1,306.4% | +131.7% | +1,174.7% | +842.5% |
| All | +60,798.0% | +6,456.9% | +54,341.0% | +19,132.1% |
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