+4,408.5%
HAS vs TROW
+14,777.7%
-10,369.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | +3.3% | +4.4% | -1.1% | +2.0% |
| 30D | +30.5% | +5.5% | +25.1% | +28.6% |
| 3M | +29.9% | -1.3% | +31.2% | +30.3% |
| 6M | +26.5% | +7.9% | +18.7% | +23.5% |
| YTD | +51.9% | +12.6% | +39.3% | +46.1% |
| 1Y | +60.9% | +13.3% | +47.6% | +54.4% |
| 3Y | +215.0% | +38.6% | +176.4% | +184.6% |
| 5Y | +51.5% | -34.7% | +86.2% | +65.9% |
| 10Y | +102.2% | +129.9% | -27.7% | +57.8% |
| All | +4,408.5% | +14,777.7% | -10,369.2% | +1,386.3% |
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