+4,542.6%
GLW vs TROW
+14,446.5%
-9,903.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.0% | +6.7% | +6.1% |
| 7D | +3.8% | -1.3% | +5.1% | +4.3% |
| 30D | -1.3% | -4.5% | +3.2% | +0.5% |
| 3M | -21.8% | +3.9% | -25.7% | -23.5% |
| 6M | +6.9% | +22.6% | -15.7% | -2.4% |
| YTD | +77.2% | +10.1% | +67.0% | +68.6% |
| 1Y | +123.2% | +3.6% | +119.7% | +117.7% |
| 3Y | +400.0% | +12.4% | +387.6% | +365.7% |
| 5Y | +342.8% | -37.5% | +380.3% | +412.3% |
| 10Y | +771.4% | +130.0% | +641.4% | +495.3% |
| All | +4,542.6% | +14,446.5% | -9,903.9% | +962.1% |
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