+13,193.3%
GOOGL vs TROW
+758.4%
+12,434.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.7% | -1.6% |
| 7D | -1.9% | -1.5% | -0.4% | -1.2% |
| 30D | -7.5% | -5.3% | -2.2% | -5.3% |
| 3M | -9.2% | +2.9% | -12.1% | -10.7% |
| 6M | +8.1% | +22.2% | -14.1% | -1.2% |
| YTD | +5.8% | +8.1% | -2.2% | +1.5% |
| 1Y | +38.3% | +5.8% | +32.5% | +33.6% |
| 3Y | +144.8% | +14.0% | +130.7% | +125.3% |
| 5Y | +132.5% | -38.3% | +170.8% | +171.8% |
| 10Y | +746.7% | +131.7% | +615.0% | +462.1% |
| All | +13,193.3% | +758.4% | +12,434.9% | +5,278.9% |
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