+2,806.0%
MSCI vs TROW
+221.1%
+2,584.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -1.9% | -1.7% | -0.2% | -1.0% |
| 30D | +16.5% | +6.4% | +10.0% | +12.7% |
| 3M | +18.2% | -1.5% | +19.7% | +19.1% |
| 6M | +14.0% | +8.3% | +5.7% | +8.6% |
| YTD | +16.6% | +12.4% | +4.2% | +8.4% |
| 1Y | +14.8% | +12.4% | +2.4% | +6.6% |
| 3Y | +33.3% | +38.3% | -5.1% | +7.9% |
| 5Y | +9.1% | -35.2% | +44.2% | +29.7% |
| 10Y | +820.4% | +128.8% | +691.5% | +444.1% |
| All | +2,806.0% | +221.1% | +2,584.9% | +1,053.8% |
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