+1,269.9%
PAAS vs TROW
+5,377.5%
-4,107.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.2% |
| 7D | -2.9% | -1.3% | -1.6% | -2.7% |
| 30D | +6.8% | -4.5% | +11.3% | +7.7% |
| 3M | -2.9% | +3.9% | -6.8% | -3.5% |
| 6M | -16.4% | +22.6% | -39.0% | -19.2% |
| YTD | 0.0% | +10.1% | -10.1% | -1.7% |
| 1Y | +54.3% | +3.6% | +50.7% | +53.2% |
| 3Y | +230.7% | +12.4% | +218.3% | +222.1% |
| 5Y | +111.6% | -37.5% | +149.1% | +122.5% |
| 10Y | +211.7% | +130.0% | +81.8% | +166.2% |
| All | +1,269.9% | +5,377.5% | -4,107.7% | +1,019.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling