+3,340.5%
GLW vs TROW
+14,513.4%
-11,172.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.7% | -5.0% | -4.6% |
| 7D | +7.7% | +0.5% | +7.3% | +7.6% |
| 30D | -18.8% | +9.3% | -28.2% | -21.9% |
| 3M | -27.7% | -0.9% | -26.8% | -27.6% |
| 6M | -44.4% | +8.3% | -52.8% | -46.7% |
| YTD | +31.3% | +10.6% | +20.6% | +24.7% |
| 1Y | +40.0% | +10.5% | +29.5% | +32.9% |
| 3Y | +339.2% | +36.5% | +302.7% | +277.4% |
| 5Y | +229.2% | -37.1% | +266.2% | +280.3% |
| 10Y | +528.4% | +125.2% | +403.2% | +333.3% |
| All | +3,340.5% | +14,513.4% | -11,172.9% | +685.1% |
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 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