+126.3%
PAAS vs TROW
-38.1%
+164.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.5% | +5.3% | +4.3% |
| 7D | +2.6% | -1.5% | +4.1% | +3.2% |
| 30D | +2.5% | -5.3% | +7.8% | +4.6% |
| 3M | +15.1% | +2.9% | +12.1% | +13.7% |
| 6M | -12.1% | +22.2% | -34.3% | -18.4% |
| YTD | +3.1% | +8.1% | -5.0% | -0.4% |
| 1Y | +50.8% | +5.8% | +45.0% | +46.8% |
| 3Y | +259.5% | +14.0% | +245.5% | +233.4% |
| 5Y | +126.3% | -38.3% | +164.6% | +119.3% |
| All | +126.3% | -38.1% | +164.4% | +119.3% |
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