+69,298.0%
FAST vs TROW
+14,446.5%
+54,851.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.7% | +1.1% |
| 7D | -0.4% | -1.3% | +1.0% | +0.1% |
| 30D | -0.8% | -4.5% | +3.7% | +0.9% |
| 3M | +5.8% | +3.9% | +1.9% | +3.9% |
| 6M | +8.0% | +22.6% | -14.6% | -0.3% |
| YTD | +25.6% | +10.1% | +15.5% | +20.2% |
| 1Y | +0.8% | +3.6% | -2.8% | -1.6% |
| 3Y | +86.1% | +12.4% | +73.7% | +73.6% |
| 5Y | +100.2% | -37.5% | +137.7% | +125.7% |
| 10Y | +494.2% | +130.0% | +364.2% | +314.9% |
| All | +69,298.0% | +14,446.5% | +54,851.5% | +13,707.1% |
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