-1.7%
IP vs TROW
+12.9%
-14.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +1.8% |
| 7D | -3.0% | +4.7% | -7.7% | -5.2% |
| 30D | +10.6% | +5.4% | +5.2% | +7.7% |
| 3M | -13.6% | -1.6% | -12.0% | -13.0% |
| 6M | +10.4% | +7.8% | +2.6% | +7.8% |
| YTD | -6.5% | +12.6% | -19.0% | -13.1% |
| All | -1.7% | +12.9% | -14.6% | -9.5% |
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