+44.2%
EOG vs TROW
+17.3%
+26.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +6.0% | -11.2% | -3.6% |
| 7D | -8.6% | +8.2% | -16.9% | -6.5% |
| 30D | +2.8% | +8.3% | -5.6% | +5.2% |
| 3M | +3.2% | -1.6% | +4.7% | +3.3% |
| 6M | +5.3% | +11.9% | -6.6% | +7.5% |
| YTD | +44.5% | +14.3% | +30.2% | +46.9% |
| 1Y | +44.2% | +17.0% | +27.2% | +45.8% |
| All | +44.2% | +17.3% | +26.9% | +45.8% |
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