-0.4%
PL vs TROW
+17.3%
-17.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.0% | -12.3% | -10.3% |
| 7D | -11.7% | +8.2% | -20.0% | -16.8% |
| 30D | -27.1% | +8.3% | -35.4% | -31.2% |
| 3M | -44.6% | -1.6% | -43.0% | -43.8% |
| 6M | -67.2% | +11.9% | -79.1% | -70.7% |
| YTD | -35.9% | +14.3% | -50.2% | -45.6% |
| 1Y | -0.4% | +17.0% | -17.4% | -16.9% |
| All | -0.4% | +17.3% | -17.7% | -16.9% |
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 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