+103.6%
HAL vs TROW
-38.9%
+142.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | -3.3% | -3.0% | -0.3% | -2.1% |
| 30D | +7.2% | -5.5% | +12.7% | +9.6% |
| 3M | -8.8% | +2.3% | -11.1% | -10.5% |
| 6M | +3.0% | +23.9% | -20.9% | -7.2% |
| YTD | +29.4% | +7.9% | +21.5% | +23.3% |
| 1Y | +62.8% | +6.1% | +56.7% | +56.0% |
| 3Y | -6.4% | +13.8% | -20.3% | -14.3% |
| 5Y | +103.6% | -38.2% | +141.8% | +148.3% |
| All | +103.6% | -38.9% | +142.5% | +148.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling