-23.2%
PODD vs TROW
+12.7%
-35.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.2% | -2.3% |
| 7D | -10.6% | -3.0% | -7.6% | -9.6% |
| 30D | -6.9% | -5.5% | -1.5% | -5.1% |
| 3M | -10.6% | +2.3% | -12.9% | -11.6% |
| 6M | -43.5% | +23.9% | -67.4% | -48.2% |
| YTD | -52.6% | +7.9% | -60.5% | -54.3% |
| 1Y | -60.1% | +6.1% | -66.2% | -61.4% |
| All | -23.2% | +12.7% | -35.8% | -34.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling