+23,761.0%
PH vs TROW
+14,446.5%
+9,314.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.2% |
| 7D | -3.1% | -1.3% | -1.8% | -2.6% |
| 30D | -3.2% | -4.5% | +1.3% | -1.6% |
| 3M | +10.6% | +3.9% | +6.7% | +8.5% |
| 6M | -2.1% | +22.6% | -24.7% | -10.0% |
| YTD | +10.2% | +10.1% | +0.1% | +5.2% |
| 1Y | +28.2% | +3.6% | +24.6% | +25.2% |
| 3Y | +134.9% | +12.4% | +122.5% | +122.2% |
| 5Y | +253.6% | -37.5% | +291.1% | +307.3% |
| 10Y | +804.7% | +130.0% | +674.8% | +567.1% |
| All | +23,761.0% | +14,446.5% | +9,314.5% | +7,024.9% |
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