+55.2%
EWT vs TROW
+17.3%
+37.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.0% | -7.2% | -2.9% |
| 7D | -10.9% | +8.2% | -19.1% | -13.0% |
| 30D | -17.7% | +8.3% | -26.0% | -19.7% |
| 3M | -5.0% | -1.6% | -3.4% | -4.3% |
| 6M | +7.4% | +11.9% | -4.5% | +1.9% |
| YTD | +52.8% | +14.3% | +38.5% | +39.8% |
| 1Y | +55.2% | +17.0% | +38.2% | +40.0% |
| All | +55.2% | +17.3% | +37.9% | +40.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling