+57.7%
HAS vs TROW
+9.7%
+48.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.4% | -1.0% |
| 7D | +1.4% | +0.5% | +0.9% | +1.2% |
| 30D | +26.3% | +9.3% | +16.9% | +22.7% |
| 3M | +25.6% | -0.9% | +26.5% | +25.5% |
| 6M | +30.3% | +8.3% | +21.9% | +26.4% |
| YTD | +50.4% | +10.6% | +39.7% | +43.2% |
| 1Y | +57.7% | +10.5% | +47.2% | +50.1% |
| All | +57.7% | +9.7% | +48.0% | +50.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling