+23,594.4%
PH vs TROW
+14,398.8%
+9,195.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +0.4% | +0.4% | 0.0% | +0.2% |
| 30D | -10.8% | -4.0% | -6.8% | -9.4% |
| 3M | +8.5% | +5.0% | +3.4% | +6.0% |
| 6M | +3.9% | +24.3% | -20.4% | -4.9% |
| YTD | +9.4% | +9.8% | -0.4% | +4.6% |
| 1Y | +26.8% | +6.4% | +20.3% | +22.5% |
| 3Y | +140.8% | +15.8% | +125.0% | +125.2% |
| 5Y | +253.8% | -37.3% | +291.1% | +307.0% |
| 10Y | +792.3% | +130.6% | +661.7% | +557.5% |
| All | +23,594.4% | +14,398.8% | +9,195.7% | +6,984.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling