+7.3%
MSCI vs TROW
+14.8%
-7.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.4% | -3.6% |
| 7D | -2.1% | +0.4% | -2.5% | -2.2% |
| 30D | -1.7% | -4.0% | +2.3% | -0.1% |
| 3M | -8.2% | +5.0% | -13.2% | -10.6% |
| 6M | -2.4% | +24.3% | -26.8% | -11.8% |
| YTD | -2.8% | +9.8% | -12.6% | -7.4% |
| 1Y | -2.7% | +6.4% | -9.1% | -6.2% |
| 3Y | +7.3% | +15.8% | -8.5% | -3.3% |
| All | +7.3% | +14.8% | -7.5% | -3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling