+6.6%
PL vs TROW
+13.0%
-6.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +5.6% | +4.4% | +1.2% | +2.6% |
| 30D | -16.9% | +5.5% | -22.4% | -19.8% |
| 3M | -38.2% | -1.3% | -36.9% | -37.4% |
| 6M | -63.4% | +7.9% | -71.3% | -66.4% |
| YTD | -27.6% | +12.6% | -40.3% | -37.6% |
| 1Y | +6.6% | +13.3% | -6.8% | -8.2% |
| All | +6.6% | +13.0% | -6.4% | -8.2% |
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