+1,988.6%
NOW vs TROW
+199.5%
+1,789.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.4% | +3.3% |
| 7D | -5.6% | -1.7% | -3.9% | -4.6% |
| 30D | -26.8% | +6.4% | -33.2% | -29.9% |
| 3M | -19.4% | -1.5% | -17.9% | -19.2% |
| 6M | +12.3% | +8.3% | +4.0% | +6.0% |
| YTD | -32.9% | +12.4% | -45.3% | -38.4% |
| 1Y | -40.3% | +12.4% | -52.7% | -45.3% |
| 3Y | -19.1% | +38.3% | -57.4% | -36.7% |
| 5Y | -24.4% | -35.2% | +10.8% | -7.8% |
| 10Y | +521.8% | +128.8% | +393.0% | +228.8% |
| All | +1,988.6% | +199.5% | +1,789.1% | +862.7% |
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