+356.7%
IP vs TROW
+14,446.5%
-14,089.8%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +2.6% |
| 7D | -5.3% | -1.3% | -4.0% | -4.8% |
| 30D | -10.9% | -4.5% | -6.3% | -9.2% |
| 3M | +11.2% | +3.9% | +7.3% | +9.6% |
| 6M | -10.2% | +22.6% | -32.8% | -17.0% |
| YTD | -2.0% | +10.1% | -12.1% | -5.9% |
| 1Y | -19.1% | +3.6% | -22.7% | -20.6% |
| 3Y | +20.9% | +12.4% | +8.4% | +13.9% |
| 5Y | -17.8% | -37.5% | +19.7% | -6.1% |
| 10Y | +23.5% | +130.0% | -106.4% | -12.8% |
| All | +356.7% | +14,446.5% | -14,089.8% | +44.9% |
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 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