+2,771.1%
NOW vs TROW
+193.4%
+2,577.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.4% |
| 7D | -2.4% | -1.3% | -1.1% | -1.5% |
| 30D | +20.5% | -4.5% | +25.0% | +24.0% |
| 3M | +18.3% | +3.9% | +14.5% | +15.3% |
| 6M | +24.1% | +22.6% | +1.5% | +9.1% |
| YTD | -7.8% | +10.1% | -17.9% | -13.7% |
| 1Y | -21.4% | +3.6% | -25.0% | -23.9% |
| 3Y | +19.5% | +12.4% | +7.1% | +6.8% |
| 5Y | +4.1% | -37.5% | +41.6% | +30.2% |
| 10Y | +826.4% | +130.0% | +696.5% | +389.3% |
| All | +2,771.1% | +193.4% | +2,577.8% | +1,248.8% |
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