-2.8%
IP vs TROW
+13.0%
-15.8%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | 0.0% | +4.4% | -4.4% | -2.0% |
| 30D | +9.4% | +5.5% | +3.9% | +6.4% |
| 3M | -14.1% | -1.3% | -12.7% | -13.6% |
| 6M | +9.2% | +7.9% | +1.3% | +6.5% |
| YTD | -7.5% | +12.6% | -20.2% | -14.1% |
| 1Y | -2.8% | +13.3% | -16.1% | -10.5% |
| All | -2.8% | +13.0% | -15.8% | -10.5% |
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