-21.9%
PINS vs TROW
+34.8%
-56.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +2.3% |
| 7D | -6.6% | -3.2% | -3.4% | -4.4% |
| 30D | -16.8% | -4.6% | -12.2% | -14.0% |
| 3M | -11.4% | -0.7% | -10.7% | -11.1% |
| 6M | -1.7% | +22.2% | -23.9% | -15.0% |
| YTD | -26.4% | +6.6% | -33.0% | -30.2% |
| 1Y | -45.5% | +5.8% | -51.3% | -48.2% |
| 3Y | -31.7% | +11.6% | -43.4% | -39.2% |
| 5Y | -64.9% | -38.9% | -26.0% | -54.0% |
| All | -21.9% | +34.8% | -56.7% | -41.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling