+5,389.6%
FLEX vs TROW
+5,171.3%
+218.3%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.4% |
| 7D | +7.5% | +0.5% | +7.0% | +7.2% |
| 30D | -25.3% | +9.3% | -34.6% | -29.3% |
| 3M | -39.7% | -0.9% | -38.8% | -39.6% |
| 6M | -47.9% | +8.3% | -56.2% | -50.7% |
| YTD | +24.1% | +10.6% | +13.5% | +16.1% |
| 1Y | +26.0% | +10.5% | +15.4% | +17.6% |
| 3Y | +282.7% | +36.5% | +246.2% | +215.8% |
| 5Y | +424.2% | -37.1% | +461.3% | +550.7% |
| 10Y | +613.8% | +125.2% | +488.6% | +321.7% |
| All | +5,389.6% | +5,171.3% | +218.3% | +769.4% |
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