+6,034.5%
FIX vs TROW
+128.2%
+5,906.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.1% |
| 7D | +3.5% | -1.5% | +5.0% | +4.5% |
| 30D | -3.5% | -5.3% | +1.8% | -0.5% |
| 3M | -11.8% | +2.9% | -14.7% | -14.3% |
| 6M | +17.8% | +22.2% | -4.4% | +3.3% |
| YTD | +73.3% | +8.1% | +65.2% | +62.6% |
| 1Y | +128.1% | +5.8% | +122.3% | +116.3% |
| 3Y | +772.7% | +14.0% | +758.6% | +681.7% |
| 5Y | +2,166.5% | -38.3% | +2,204.7% | +2,781.8% |
| 10Y | +6,034.5% | +131.7% | +5,902.8% | +3,601.1% |
| All | +6,034.5% | +128.2% | +5,906.3% | +3,601.1% |
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 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