-49.4%
ORCL vs TROW
+13.0%
-62.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -6.5% | +4.4% | -10.9% | -8.4% |
| 30D | -16.6% | +5.5% | -22.0% | -18.7% |
| 3M | -21.6% | -1.3% | -20.3% | -21.0% |
| 6M | -39.4% | +7.9% | -47.2% | -42.5% |
| YTD | -38.7% | +12.6% | -51.3% | -45.3% |
| All | -49.4% | +13.0% | -62.4% | -54.7% |
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 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