+5,093.9%
NI vs TROW
+14,176.2%
-9,082.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.3% |
| 7D | +1.3% | -1.5% | +2.8% | +1.6% |
| 30D | -0.3% | -5.3% | +5.0% | +0.8% |
| 3M | -9.5% | +2.9% | -12.4% | -10.1% |
| 6M | -10.2% | +22.2% | -32.4% | -13.9% |
| YTD | +1.8% | +8.1% | -6.3% | -0.2% |
| 1Y | +5.7% | +5.8% | -0.1% | +3.9% |
| 3Y | +69.6% | +14.0% | +55.6% | +62.5% |
| 5Y | +95.8% | -38.3% | +134.0% | +106.7% |
| 10Y | +145.1% | +131.7% | +13.4% | +99.2% |
| All | +5,093.9% | +14,176.2% | -9,082.3% | +2,676.9% |
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