+111.9%
FIX vs TROW
+6.0%
+105.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | +0.7% | -3.0% | +3.7% | +1.7% |
| 30D | -5.7% | -5.5% | -0.3% | -4.0% |
| 3M | -7.4% | +2.3% | -9.7% | -10.4% |
| 6M | +15.1% | +23.9% | -8.8% | +1.9% |
| YTD | +70.7% | +7.9% | +62.8% | +55.2% |
| 1Y | +111.9% | +6.1% | +105.8% | +93.0% |
| All | +111.9% | +6.0% | +105.9% | +93.0% |
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