+213.9%
PAAS vs TROW
+39.5%
+174.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | -5.2% | -1.7% | -3.5% | -4.4% |
| 30D | -13.9% | +6.4% | -20.4% | -16.2% |
| 3M | -23.8% | -1.5% | -22.3% | -23.3% |
| 6M | -36.4% | +8.3% | -44.7% | -38.6% |
| YTD | -23.4% | +12.4% | -35.8% | -27.7% |
| 1Y | +5.6% | +12.4% | -6.7% | -0.3% |
| All | +213.9% | +39.5% | +174.4% | +130.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling