+72.9%
PBR vs TROW
+17.3%
+55.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +6.0% | -12.9% | -5.6% |
| 7D | -11.0% | +8.2% | -19.2% | -9.3% |
| 30D | -18.8% | +8.3% | -27.1% | -17.2% |
| 3M | +7.8% | -1.6% | +9.4% | +8.3% |
| 6M | -7.6% | +11.9% | -19.5% | -6.5% |
| YTD | +72.7% | +14.3% | +58.3% | +73.2% |
| 1Y | +72.9% | +17.0% | +55.9% | +72.4% |
| All | +72.9% | +17.3% | +55.7% | +72.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling