+103.2%
INTC vs TROW
-39.3%
+142.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +3.3% |
| 7D | +7.5% | -3.2% | +10.6% | +9.5% |
| 30D | +2.0% | -4.6% | +6.6% | +4.8% |
| 3M | -12.0% | -0.7% | -11.3% | -12.5% |
| 6M | +114.5% | +22.2% | +92.3% | +88.0% |
| YTD | +179.0% | +6.6% | +172.3% | +163.9% |
| 1Y | +318.3% | +5.8% | +312.5% | +296.9% |
| 3Y | +171.2% | +11.6% | +159.6% | +147.0% |
| All | +103.2% | -39.3% | +142.6% | +130.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling