+41.5%
HDB vs TROW
+130.0%
-88.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.2% | +8.0% | +7.3% |
| 7D | +0.7% | -3.2% | +3.9% | +1.9% |
| 30D | +1.0% | -4.6% | +5.6% | +2.7% |
| 3M | -2.0% | -0.7% | -1.3% | -2.1% |
| 6M | -18.1% | +22.2% | -40.3% | -24.5% |
| YTD | -36.1% | +6.6% | -42.8% | -38.2% |
| 1Y | -34.0% | +5.8% | -39.9% | -36.2% |
| 3Y | -26.7% | +11.6% | -38.3% | -32.4% |
| 5Y | -33.9% | -38.9% | +5.0% | -23.2% |
| All | +41.5% | +130.0% | -88.6% | -1.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling