+14.4%
FIX vs TROW
+17.3%
-2.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +6.0% | -21.0% | -15.7% |
| 7D | -18.9% | +8.2% | -27.1% | -19.8% |
| 30D | -36.3% | +8.3% | -44.6% | -37.0% |
| 3M | -38.5% | -1.6% | -36.9% | -37.5% |
| 6M | -42.3% | +11.9% | -54.2% | -45.2% |
| YTD | +17.1% | +14.3% | +2.8% | +4.4% |
| 1Y | +14.4% | +17.0% | -2.6% | +0.7% |
| All | +14.4% | +17.3% | -2.9% | +0.7% |
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 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