+422.4%
GE vs TROW
-38.9%
+461.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -2.8% | -3.0% | +0.2% | -1.5% |
| 30D | -11.9% | -5.5% | -6.5% | -9.8% |
| 3M | +1.8% | +2.3% | -0.4% | +0.4% |
| 6M | -0.6% | +23.9% | -24.5% | -10.0% |
| YTD | +5.5% | +7.9% | -2.4% | +1.1% |
| 1Y | +15.0% | +6.1% | +8.8% | +10.7% |
| 3Y | +269.5% | +13.8% | +255.7% | +236.6% |
| 5Y | +422.4% | -38.2% | +460.6% | +530.5% |
| All | +422.4% | -38.9% | +461.3% | +530.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling