+906.5%
PAAS vs TROW
+5,366.9%
-4,460.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -1.9% | -3.7% |
| 7D | -7.0% | -0.5% | -6.6% | -7.0% |
| 30D | -15.3% | +6.7% | -22.0% | -16.2% |
| 3M | -27.7% | -1.7% | -26.1% | -27.5% |
| 6M | -40.5% | +7.8% | -48.3% | -41.2% |
| YTD | -26.5% | +9.9% | -36.4% | -27.7% |
| 1Y | -0.8% | +8.7% | -9.5% | -2.2% |
| 3Y | +196.9% | +35.2% | +161.7% | +181.3% |
| 5Y | +49.2% | -37.5% | +86.6% | +57.1% |
| 10Y | +199.4% | +123.7% | +75.7% | +156.9% |
| All | +906.5% | +5,366.9% | -4,460.4% | +723.3% |
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 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