+596.9%
HAL vs TROW
+14,176.2%
-13,579.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.5% |
| 7D | -1.3% | -1.5% | +0.2% | -0.8% |
| 30D | +10.9% | -5.3% | +16.2% | +13.1% |
| 3M | -5.8% | +2.9% | -8.8% | -7.4% |
| 6M | +8.1% | +22.2% | -14.1% | -0.5% |
| YTD | +33.2% | +8.1% | +25.1% | +27.8% |
| 1Y | +74.2% | +5.8% | +68.4% | +68.2% |
| 3Y | -3.7% | +14.0% | -17.7% | -10.0% |
| 5Y | +111.9% | -38.3% | +150.2% | +140.3% |
| 10Y | +7.4% | +131.7% | -124.3% | -19.5% |
| All | +596.9% | +14,176.2% | -13,579.3% | +149.1% |
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