+18.6%
LNG vs TROW
+4.9%
+13.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.1% |
| 7D | -4.7% | -3.2% | -1.5% | -4.9% |
| 30D | +3.8% | -4.6% | +8.4% | +3.4% |
| 3M | +16.2% | -0.7% | +16.8% | +14.7% |
| 6M | +11.7% | +22.2% | -10.5% | +9.7% |
| YTD | +44.2% | +6.6% | +37.6% | +42.6% |
| 1Y | +18.6% | +5.8% | +12.7% | +18.6% |
| All | +18.6% | +4.9% | +13.7% | +18.6% |
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