-42.8%
INTU vs TROW
-38.9%
-3.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -9.2% | -3.0% | -6.2% | -7.5% |
| 30D | -7.0% | -5.5% | -1.6% | -3.9% |
| 3M | +10.5% | +2.3% | +8.3% | +8.2% |
| 6M | -30.6% | +23.9% | -54.5% | -40.0% |
| YTD | -52.3% | +7.9% | -60.2% | -55.3% |
| 1Y | -51.8% | +6.1% | -57.9% | -54.4% |
| 3Y | -41.8% | +13.8% | -55.7% | -49.8% |
| 5Y | -42.8% | -38.2% | -4.6% | -25.9% |
| All | -42.8% | -38.9% | -3.9% | -25.9% |
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