-2.6%
HD vs TROW
+9.7%
-12.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.5% | -0.1% |
| 7D | +1.5% | +0.5% | +1.0% | +1.3% |
| 30D | +18.0% | +9.3% | +8.7% | +14.5% |
| 3M | +2.8% | -0.9% | +3.7% | +2.9% |
| 6M | +17.0% | +8.3% | +8.6% | +14.3% |
| YTD | +3.5% | +10.6% | -7.1% | -2.4% |
| 1Y | -2.6% | +10.5% | -13.1% | -8.2% |
| All | -2.6% | +9.7% | -12.3% | -8.2% |
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