+615.0%
F vs TROW
+14,446.5%
-13,831.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.4% | +1.9% |
| 7D | +5.3% | -1.3% | +6.6% | +5.9% |
| 30D | +4.6% | -4.5% | +9.1% | +6.6% |
| 3M | -3.7% | +3.9% | -7.5% | -5.5% |
| 6M | +16.8% | +22.6% | -5.7% | +7.2% |
| YTD | +15.3% | +10.1% | +5.2% | +10.1% |
| 1Y | +31.0% | +3.6% | +27.4% | +28.1% |
| 3Y | +45.4% | +12.4% | +33.0% | +37.0% |
| 5Y | +54.7% | -37.5% | +92.2% | +82.2% |
| 10Y | +98.2% | +130.0% | -31.7% | +40.7% |
| All | +615.0% | +14,446.5% | -13,831.5% | +121.7% |
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