+28.6%
P vs TROW
+9.7%
+18.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.1% |
| 7D | +11.6% | +0.5% | +11.1% | +11.4% |
| 30D | -23.7% | +9.3% | -33.0% | -24.8% |
| 3M | -8.0% | -0.9% | -7.1% | -7.3% |
| 6M | +27.9% | +8.3% | +19.6% | +24.2% |
| YTD | +61.2% | +10.6% | +50.5% | +50.0% |
| 1Y | +28.6% | +10.5% | +18.1% | +20.8% |
| All | +28.6% | +9.7% | +18.9% | +20.8% |
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