+507.9%
F vs TROW
+14,777.7%
-14,269.8%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.8% |
| 7D | +1.0% | +4.4% | -3.4% | -0.8% |
| 30D | +2.1% | +5.5% | -3.3% | -0.2% |
| 3M | -10.3% | -1.3% | -9.0% | -9.9% |
| 6M | +3.3% | +7.9% | -4.6% | -0.3% |
| YTD | -2.0% | +12.6% | -14.6% | -7.3% |
| 1Y | -2.3% | +13.3% | -15.6% | -7.9% |
| 3Y | +49.9% | +38.6% | +11.3% | +29.6% |
| 5Y | -12.5% | -34.7% | +22.3% | +1.3% |
| 10Y | +74.3% | +129.9% | -55.7% | +23.6% |
| All | +507.9% | +14,777.7% | -14,269.8% | +86.6% |
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