+71.8%
GH vs TROW
+17.3%
+54.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +6.0% | -9.6% | -6.4% |
| 7D | -7.7% | +8.2% | -15.9% | -11.3% |
| 30D | -10.0% | +8.3% | -18.3% | -13.6% |
| 3M | +5.5% | -1.6% | +7.1% | +6.7% |
| 6M | +84.9% | +11.9% | +73.0% | +66.5% |
| YTD | +65.0% | +14.3% | +50.7% | +44.7% |
| 1Y | +71.8% | +17.0% | +54.8% | +49.3% |
| All | +71.8% | +17.3% | +54.5% | +49.3% |
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