+790.9%
NOW vs TROW
+128.2%
+662.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.4% |
| 7D | -4.1% | -1.5% | -2.6% | -3.2% |
| 30D | +2.9% | -5.3% | +8.2% | +6.3% |
| 3M | +22.6% | +2.9% | +19.6% | +20.1% |
| 6M | +7.5% | +22.2% | -14.7% | -4.9% |
| YTD | -14.4% | +8.1% | -22.5% | -18.9% |
| 1Y | -29.8% | +5.8% | -35.6% | -32.7% |
| 3Y | +9.2% | +14.0% | -4.8% | -2.9% |
| 5Y | +0.8% | -38.3% | +39.1% | +25.2% |
| 10Y | +790.9% | +131.7% | +659.3% | +543.9% |
| All | +790.9% | +128.2% | +662.8% | +543.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling