-40.5%
PAAS vs TROW
+6.7%
-47.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -1.9% | -2.4% |
| 7D | -7.0% | -0.5% | -6.6% | -6.6% |
| 30D | -15.3% | +6.7% | -22.0% | -18.8% |
| 3M | -27.7% | -1.7% | -26.1% | -27.0% |
| 6M | -40.5% | +7.8% | -48.3% | -50.2% |
| All | -40.5% | +6.7% | -47.1% | -50.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling