+291.1%
P vs TROW
-36.6%
+327.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +1.8% |
| 7D | +7.8% | +0.4% | +7.4% | +7.6% |
| 30D | +12.3% | -4.0% | +16.3% | +14.9% |
| 3M | +37.1% | +5.0% | +32.1% | +31.9% |
| 6M | +66.1% | +24.3% | +41.8% | +44.4% |
| YTD | +50.9% | +9.8% | +41.2% | +40.7% |
| 1Y | +27.2% | +6.4% | +20.8% | +19.9% |
| 3Y | +158.7% | +15.8% | +142.9% | +128.4% |
| 5Y | +291.1% | -37.3% | +328.4% | +413.2% |
| All | +291.1% | -36.6% | +327.7% | +413.2% |
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