+8,425.6%
PWR vs TROW
+1,276.1%
+7,149.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.1% |
| 7D | +2.7% | -1.5% | +4.2% | +3.4% |
| 30D | -5.1% | -5.3% | +0.2% | -2.6% |
| 3M | -9.4% | +2.9% | -12.3% | -11.3% |
| 6M | +10.4% | +22.2% | -11.8% | -0.7% |
| YTD | +48.6% | +8.1% | +40.6% | +41.2% |
| 1Y | +68.0% | +5.8% | +62.2% | +61.0% |
| 3Y | +204.7% | +14.0% | +190.7% | +177.2% |
| 5Y | +451.9% | -38.3% | +490.2% | +556.8% |
| 10Y | +2,425.3% | +131.7% | +2,293.7% | +1,414.4% |
| All | +8,425.6% | +1,276.1% | +7,149.4% | +2,357.7% |
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 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