+949.7%
PAAS vs TROW
+5,491.6%
-4,542.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | -5.2% | -1.7% | -3.5% | -4.9% |
| 30D | -13.9% | +6.4% | -20.4% | -14.8% |
| 3M | -23.8% | -1.5% | -22.3% | -23.5% |
| 6M | -36.4% | +8.3% | -44.7% | -37.2% |
| YTD | -23.4% | +12.4% | -35.8% | -24.9% |
| 1Y | +5.6% | +12.4% | -6.7% | +3.6% |
| 3Y | +209.7% | +38.3% | +171.4% | +192.2% |
| 5Y | +55.6% | -35.2% | +90.7% | +62.9% |
| 10Y | +212.2% | +128.8% | +83.4% | +166.9% |
| All | +949.7% | +5,491.6% | -4,542.0% | +755.2% |
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 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