+24.3%
HWM vs TROW
+6.0%
+18.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -2.0% |
| 7D | -12.5% | -3.0% | -9.5% | -12.0% |
| 30D | -19.0% | -5.5% | -13.5% | -18.1% |
| 3M | -8.6% | +2.3% | -10.9% | -9.8% |
| 6M | -10.2% | +23.9% | -34.1% | -16.3% |
| YTD | +11.3% | +7.9% | +3.4% | +6.4% |
| 1Y | +24.3% | +6.1% | +18.1% | +19.4% |
| All | +24.3% | +6.0% | +18.2% | +19.4% |
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