-5.5%
IP vs TROW
+12.8%
-18.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | -2.8% | -1.7% | -1.1% | -1.9% |
| 30D | +9.2% | +6.4% | +2.8% | +5.8% |
| 3M | -16.1% | -1.5% | -14.7% | -15.6% |
| 6M | +9.6% | +8.3% | +1.3% | +6.8% |
| YTD | -8.8% | +12.4% | -21.2% | -15.2% |
| 1Y | -5.5% | +12.4% | -17.9% | -12.2% |
| All | -5.5% | +12.8% | -18.3% | -12.2% |
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 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