-85.1%
OPEN vs TROW
-38.9%
-46.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.2% | -6.5% | -6.4% |
| 7D | -10.5% | -3.0% | -7.5% | -6.4% |
| 30D | -21.8% | -5.5% | -16.3% | -14.9% |
| 3M | -37.5% | +2.3% | -39.8% | -40.0% |
| 6M | -44.1% | +23.9% | -68.0% | -60.0% |
| YTD | -52.0% | +7.9% | -59.9% | -58.0% |
| 1Y | -52.2% | +6.1% | -58.3% | -57.0% |
| 3Y | -25.9% | +13.8% | -39.7% | -37.6% |
| 5Y | -85.1% | -38.2% | -46.9% | -74.3% |
| All | -85.1% | -38.9% | -46.2% | -74.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling