+13,245.4%
GOOG vs TROW
+756.8%
+12,488.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -2.5% | -3.0% | +0.5% | -1.2% |
| 30D | -3.6% | -5.5% | +1.8% | -1.3% |
| 3M | -6.4% | +2.3% | -8.7% | -7.7% |
| 6M | +7.8% | +23.9% | -16.1% | -2.1% |
| YTD | +5.5% | +7.9% | -2.4% | +1.3% |
| 1Y | +38.3% | +6.1% | +32.1% | +33.3% |
| 3Y | +143.1% | +13.8% | +129.3% | +123.8% |
| 5Y | +135.0% | -38.2% | +173.2% | +174.7% |
| 10Y | +778.1% | +131.3% | +646.8% | +483.3% |
| All | +13,245.4% | +756.8% | +12,488.6% | +5,303.3% |
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