+1,471.7%
ET vs TROW
+433.7%
+1,038.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.3% |
| 7D | +0.6% | -1.5% | +2.1% | +1.2% |
| 30D | +5.3% | -5.3% | +10.6% | +7.3% |
| 3M | +15.6% | +2.9% | +12.7% | +13.8% |
| 6M | +20.6% | +22.2% | -1.6% | +11.2% |
| YTD | +38.5% | +8.1% | +30.4% | +33.0% |
| 1Y | +35.7% | +5.8% | +29.9% | +30.9% |
| 3Y | +98.4% | +14.0% | +84.3% | +82.7% |
| 5Y | +245.3% | -38.3% | +283.6% | +285.0% |
| 10Y | +173.7% | +131.7% | +42.1% | +87.5% |
| All | +1,471.7% | +433.7% | +1,038.0% | +704.7% |
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