+90.9%
PL vs TROW
+5.3%
+85.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.1% |
| 7D | -13.9% | -1.5% | -12.4% | -12.9% |
| 30D | -25.5% | -5.3% | -20.2% | -22.1% |
| 3M | -44.8% | +2.9% | -47.7% | -47.8% |
| 6M | -33.3% | +22.2% | -55.5% | -45.1% |
| YTD | -12.7% | +8.1% | -20.8% | -22.0% |
| 1Y | +90.9% | +5.8% | +85.1% | +79.1% |
| All | +90.9% | +5.3% | +85.6% | +79.1% |
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 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