-38.7%
NOW vs TROW
+17.3%
-56.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.0% | -6.3% | -2.6% |
| 7D | -27.5% | +8.2% | -35.8% | -30.0% |
| 30D | -20.0% | +8.3% | -28.4% | -22.9% |
| 3M | -7.9% | -1.6% | -6.3% | -6.9% |
| 6M | +18.3% | +11.9% | +6.4% | +11.0% |
| YTD | -29.0% | +14.3% | -43.3% | -35.0% |
| 1Y | -38.7% | +17.0% | -55.7% | -44.4% |
| All | -38.7% | +17.3% | -56.0% | -44.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling