-71.6%
OPEN vs TROW
+14.2%
-85.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.1% |
| 7D | +1.0% | +0.4% | +0.6% | +0.4% |
| 30D | -11.9% | -4.0% | -7.9% | -6.9% |
| 3M | -28.8% | +5.0% | -33.8% | -33.4% |
| 6M | -38.6% | +24.3% | -62.9% | -54.3% |
| YTD | -47.3% | +9.8% | -57.1% | -54.0% |
| 1Y | -49.2% | +6.4% | -55.6% | -53.5% |
| 3Y | -18.8% | +15.8% | -34.6% | -29.9% |
| 5Y | -83.6% | -37.3% | -46.3% | -77.3% |
| All | -71.6% | +14.2% | -85.8% | -64.9% |
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