+4,312.6%
ETR vs TROW
+14,176.2%
-9,863.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.3% | -1.0% |
| 7D | +0.4% | -1.5% | +1.9% | +0.6% |
| 30D | +2.0% | -5.3% | +7.3% | +2.9% |
| 3M | -1.7% | +2.9% | -4.6% | -2.2% |
| 6M | +3.6% | +22.2% | -18.6% | +0.3% |
| YTD | +18.0% | +8.1% | +10.0% | +16.3% |
| 1Y | +26.2% | +5.8% | +20.4% | +24.6% |
| 3Y | +148.0% | +14.0% | +134.0% | +140.0% |
| 5Y | +126.1% | -38.3% | +164.3% | +135.9% |
| 10Y | +302.3% | +131.7% | +170.6% | +245.7% |
| All | +4,312.6% | +14,176.2% | -9,863.5% | +2,602.3% |
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