+20,672.1%
ETN vs TROW
+13,984.0%
+6,688.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.1% | +4.4% |
| 7D | +3.5% | -3.2% | +6.7% | +4.7% |
| 30D | -7.5% | -4.6% | -2.9% | -6.0% |
| 3M | +8.3% | -0.7% | +9.0% | +8.0% |
| 6M | +20.2% | +22.2% | -2.0% | +11.6% |
| YTD | +34.7% | +6.6% | +28.0% | +30.7% |
| 1Y | +19.4% | +5.8% | +13.6% | +16.1% |
| 3Y | +85.5% | +11.6% | +73.9% | +76.3% |
| 5Y | +186.6% | -38.9% | +225.5% | +225.2% |
| 10Y | +724.7% | +128.5% | +596.1% | +515.0% |
| All | +20,672.1% | +13,984.0% | +6,688.1% | +7,712.1% |
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