+2,762.0%
MSCI vs TROW
+213.9%
+2,548.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -0.3% |
| 7D | -0.7% | -0.5% | -0.2% | -0.4% |
| 30D | +16.2% | +6.7% | +9.4% | +12.3% |
| 3M | +16.1% | -1.7% | +17.8% | +17.1% |
| 6M | +12.9% | +7.8% | +5.1% | +7.8% |
| YTD | +14.8% | +9.9% | +4.9% | +8.0% |
| 1Y | +13.8% | +8.7% | +5.1% | +7.5% |
| 3Y | +31.2% | +35.2% | -4.0% | +7.5% |
| 5Y | +5.6% | -37.5% | +43.0% | +27.9% |
| 10Y | +806.4% | +123.7% | +682.7% | +442.3% |
| All | +2,762.0% | +213.9% | +2,548.0% | +1,049.9% |
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