+531.8%
FAST vs TROW
+136.0%
+395.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +4.8% | +4.4% | +0.4% | +2.6% |
| 30D | +8.6% | +5.5% | +3.1% | +5.7% |
| 3M | +5.7% | -1.3% | +7.0% | +6.1% |
| 6M | +25.5% | +7.9% | +17.6% | +19.9% |
| YTD | +39.6% | +12.6% | +27.0% | +29.8% |
| 1Y | +35.5% | +13.3% | +22.2% | +25.4% |
| 3Y | +96.2% | +38.6% | +57.6% | +59.9% |
| 5Y | +110.2% | -34.7% | +144.9% | +145.5% |
| 10Y | +531.8% | +129.9% | +401.9% | +277.6% |
| All | +531.8% | +136.0% | +395.9% | +277.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling