+32,991.5%
GILD vs TROW
+8,581.9%
+24,409.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.4% |
| 7D | -4.8% | -3.2% | -1.6% | -3.8% |
| 30D | +5.8% | -4.6% | +10.4% | +7.3% |
| 3M | +14.9% | -0.7% | +15.6% | +14.9% |
| 6M | -0.4% | +22.2% | -22.6% | -6.8% |
| YTD | +18.5% | +6.6% | +11.9% | +15.1% |
| 1Y | +25.1% | +5.8% | +19.3% | +21.6% |
| 3Y | +105.9% | +11.6% | +94.3% | +92.8% |
| 5Y | +143.0% | -38.9% | +181.9% | +165.9% |
| 10Y | +162.4% | +128.5% | +33.8% | +77.4% |
| All | +32,991.5% | +8,581.9% | +24,409.7% | +6,210.0% |
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 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