+57.4%
INTC vs TROW
+17.3%
+40.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.0% | -9.7% | -6.2% |
| 7D | -39.0% | +8.2% | -47.2% | -40.7% |
| 30D | -49.8% | +8.3% | -58.2% | -51.3% |
| 3M | -42.2% | -1.6% | -40.7% | -41.6% |
| 6M | -39.2% | +11.9% | -51.1% | -42.5% |
| YTD | +57.9% | +14.3% | +43.6% | +39.5% |
| 1Y | +57.4% | +17.0% | +40.4% | +35.3% |
| All | +57.4% | +17.3% | +40.1% | +35.3% |
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 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