+16,837.1%
INTC vs TROW
+14,176.2%
+2,660.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.3% |
| 7D | +18.0% | -1.5% | +19.5% | +18.6% |
| 30D | +8.9% | -5.3% | +14.2% | +11.2% |
| 3M | -1.6% | +2.9% | -4.5% | -3.1% |
| 6M | +133.1% | +22.2% | +110.9% | +114.5% |
| YTD | +187.9% | +8.1% | +179.8% | +177.3% |
| 1Y | +334.7% | +5.8% | +328.9% | +322.1% |
| 3Y | +184.2% | +14.0% | +170.2% | +168.7% |
| 5Y | +116.0% | -38.3% | +154.3% | +155.1% |
| 10Y | +270.0% | +131.7% | +138.3% | +165.7% |
| All | +16,837.1% | +14,176.2% | +2,660.9% | +4,081.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling