+1,527.5%
META vs TROW
+214.2%
+1,313.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.6% |
| 7D | +6.7% | -1.3% | +8.0% | +7.5% |
| 30D | +4.8% | -4.5% | +9.3% | +7.5% |
| 3M | -1.6% | +3.9% | -5.5% | -4.2% |
| 6M | -7.5% | +22.6% | -30.0% | -18.3% |
| YTD | -6.4% | +10.1% | -16.5% | -12.5% |
| 1Y | -17.3% | +3.6% | -20.9% | -20.2% |
| 3Y | +109.9% | +12.4% | +97.5% | +88.1% |
| 5Y | +65.4% | -37.5% | +102.9% | +101.2% |
| 10Y | +391.8% | +130.0% | +261.9% | +213.5% |
| All | +1,527.5% | +214.2% | +1,313.3% | +865.0% |
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