+49.5%
EQT vs TROW
+132.8%
-83.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -1.2% | -3.0% | +1.8% | +0.1% |
| 30D | +1.1% | -5.5% | +6.5% | +3.4% |
| 3M | +4.8% | +2.3% | +2.5% | +3.0% |
| 6M | -10.6% | +23.9% | -34.5% | -19.2% |
| YTD | +3.4% | +7.9% | -4.5% | -1.5% |
| 1Y | +8.7% | +6.1% | +2.5% | +4.1% |
| 3Y | +35.0% | +13.8% | +21.1% | +22.5% |
| 5Y | +204.2% | -38.2% | +242.5% | +254.1% |
| All | +49.5% | +132.8% | -83.2% | -11.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling