-63.0%
PINS vs TROW
-36.6%
-26.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -0.9% | -1.0% |
| 7D | -5.2% | +0.4% | -5.6% | -5.5% |
| 30D | -14.9% | -4.0% | -10.9% | -12.2% |
| 3M | -8.4% | +5.0% | -13.4% | -12.1% |
| 6M | +0.6% | +24.3% | -23.7% | -15.5% |
| YTD | -22.2% | +9.8% | -32.0% | -28.4% |
| 1Y | -46.9% | +6.4% | -53.4% | -50.1% |
| 3Y | -26.9% | +15.8% | -42.7% | -38.3% |
| 5Y | -63.0% | -37.3% | -25.7% | -51.6% |
| All | -63.0% | -36.6% | -26.3% | -51.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling