+119.6%
GLW vs TROW
+6.0%
+113.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | +11.7% | -3.0% | +14.7% | +12.9% |
| 30D | +2.7% | -5.5% | +8.1% | +4.7% |
| 3M | -2.8% | +2.3% | -5.1% | -6.2% |
| 6M | +20.2% | +23.9% | -3.8% | +6.3% |
| YTD | +87.3% | +7.9% | +79.4% | +70.4% |
| 1Y | +119.6% | +6.1% | +113.5% | +102.1% |
| All | +119.6% | +6.0% | +113.6% | +102.1% |
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