+3.0%
PCOR vs TROW
+9.7%
-6.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.1% |
| 7D | +3.0% | +0.5% | +2.6% | +2.7% |
| 30D | +38.7% | +9.3% | +29.3% | +31.9% |
| 3M | +24.9% | -0.9% | +25.8% | +25.3% |
| 6M | +68.8% | +8.3% | +60.4% | +58.8% |
| YTD | +6.7% | +10.6% | -3.9% | -1.7% |
| 1Y | +3.0% | +10.5% | -7.5% | -5.2% |
| All | +3.0% | +9.7% | -6.7% | -5.2% |
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 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