-17.4%
GIS vs TROW
+17.3%
-34.7%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.0% | -0.8% | +4.5% |
| 7D | +8.5% | +8.2% | +0.2% | +7.5% |
| 30D | +15.3% | +8.3% | +7.0% | +14.2% |
| 3M | +0.9% | -1.6% | +2.5% | +0.8% |
| 6M | +7.9% | +11.9% | -4.0% | +8.6% |
| YTD | -17.6% | +14.3% | -31.9% | -17.4% |
| 1Y | -17.4% | +17.0% | -34.4% | -17.6% |
| All | -17.4% | +17.3% | -34.7% | -17.6% |
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