+7,692.7%
EW vs TROW
+1,053.0%
+6,639.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.1% |
| 7D | +4.9% | +0.5% | +4.4% | +4.8% |
| 30D | +23.9% | +9.3% | +14.6% | +21.0% |
| 3M | +15.8% | -0.9% | +16.7% | +15.9% |
| 6M | +31.7% | +8.3% | +23.3% | +28.4% |
| YTD | +25.7% | +10.6% | +15.1% | +21.5% |
| 1Y | +24.4% | +10.5% | +13.9% | +20.3% |
| 3Y | +65.9% | +36.5% | +29.3% | +48.6% |
| 5Y | -7.6% | -37.1% | +29.4% | +0.4% |
| 10Y | +253.2% | +125.2% | +128.0% | +177.0% |
| All | +7,692.7% | +1,053.0% | +6,639.7% | +3,891.5% |
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