+30.7%
HD vs TROW
+37.3%
-6.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +14.0% |
| 3M | +2.8% | -0.9% | +3.7% | +3.1% |
| 6M | +17.0% | +8.3% | +8.6% | +13.1% |
| YTD | +3.5% | +10.6% | -7.1% | -1.4% |
| 1Y | -2.6% | +10.5% | -13.1% | -7.3% |
| 3Y | +30.7% | +36.5% | -5.8% | +5.6% |
| All | +30.7% | +37.3% | -6.6% | +5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling