+62.0%
PSX vs TROW
+24.8%
+37.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.2% | +0.2% |
| 7D | +1.8% | -1.5% | +3.3% | +1.4% |
| 30D | +21.6% | -5.3% | +26.9% | +20.1% |
| 3M | +46.5% | +2.9% | +43.5% | +46.0% |
| 6M | +62.0% | +22.2% | +39.8% | +73.3% |
| All | +62.0% | +24.8% | +37.2% | +73.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling