+11.8%
NOW vs TROW
+14.8%
-2.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.7% | -4.8% |
| 7D | -6.1% | +0.4% | -6.5% | -6.2% |
| 30D | +7.5% | -4.0% | +11.5% | +9.8% |
| 3M | +17.5% | +5.0% | +12.5% | +14.3% |
| 6M | +7.9% | +24.3% | -16.4% | -3.7% |
| YTD | -12.4% | +9.8% | -22.2% | -17.1% |
| 1Y | -28.6% | +6.4% | -35.0% | -31.4% |
| 3Y | +11.8% | +15.8% | -4.0% | +2.3% |
| All | +11.8% | +14.8% | -2.9% | +2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling