-71.4%
OPEN vs TROW
+17.3%
-88.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +6.0% | +7.8% | +6.7% |
| 7D | +3.7% | +8.2% | -4.6% | -5.1% |
| 30D | -14.3% | +8.3% | -22.6% | -21.6% |
| 3M | -51.9% | -1.6% | -50.4% | -51.1% |
| 6M | -61.4% | +11.9% | -73.3% | -66.1% |
| YTD | -66.0% | +14.3% | -80.4% | -72.3% |
| 1Y | -71.4% | +17.0% | -88.4% | -77.8% |
| All | -71.4% | +17.3% | -88.7% | -77.8% |
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 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