+764.2%
PODD vs TROW
+302.6%
+461.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.5% | -2.3% |
| 7D | -6.9% | -1.5% | -5.4% | -6.1% |
| 30D | -3.5% | -5.3% | +1.8% | -0.7% |
| 3M | -13.6% | +2.9% | -16.5% | -15.2% |
| 6M | -42.6% | +22.2% | -64.8% | -48.7% |
| YTD | -51.5% | +8.1% | -59.6% | -54.0% |
| 1Y | -60.9% | +5.8% | -66.7% | -62.6% |
| 3Y | -19.8% | +14.0% | -33.8% | -28.3% |
| 5Y | -54.4% | -38.3% | -16.1% | -45.3% |
| 10Y | +236.1% | +131.7% | +104.4% | +78.0% |
| All | +764.2% | +302.6% | +461.6% | +171.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling