-18.7%
OPEN vs TROW
+12.9%
-31.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.7% | -0.2% |
| 7D | -2.9% | -1.5% | -1.4% | -0.9% |
| 30D | -13.8% | -5.3% | -8.5% | -7.0% |
| 3M | -30.9% | +2.9% | -33.8% | -34.0% |
| 6M | -40.9% | +22.2% | -63.1% | -56.0% |
| YTD | -48.5% | +8.1% | -56.6% | -54.7% |
| 1Y | -50.9% | +5.8% | -56.7% | -55.2% |
| All | -18.7% | +12.9% | -31.6% | -30.6% |
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