+2,417.1%
MSCI vs TROW
+214.5%
+2,202.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.2% |
| 7D | +0.4% | -1.3% | +1.7% | +1.1% |
| 30D | +0.6% | -4.5% | +5.1% | +3.0% |
| 3M | -7.1% | +3.9% | -10.9% | -9.4% |
| 6M | +0.8% | +22.6% | -21.7% | -10.2% |
| YTD | +1.0% | +10.1% | -9.1% | -5.1% |
| 1Y | +4.3% | +3.6% | +0.7% | +1.0% |
| 3Y | +9.9% | +12.4% | -2.5% | -0.6% |
| 5Y | -6.8% | -37.5% | +30.7% | +12.9% |
| 10Y | +614.7% | +130.0% | +484.7% | +321.0% |
| All | +2,417.1% | +214.5% | +2,202.6% | +910.6% |
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 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