+7,443.4%
QLD vs TROW
+456.1%
+6,987.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.8% |
| 7D | -10.3% | +4.3% | -14.6% | -13.5% |
| 30D | -26.1% | +4.2% | -30.2% | -28.7% |
| 3M | -17.8% | -3.4% | -14.4% | -15.4% |
| 6M | -15.6% | +4.7% | -20.2% | -19.8% |
| YTD | +5.4% | +10.1% | -4.7% | -4.9% |
| 1Y | +5.2% | +11.7% | -6.5% | -6.5% |
| 3Y | +139.4% | +32.5% | +106.9% | +83.5% |
| 5Y | +66.7% | -38.5% | +105.2% | +160.0% |
| 10Y | +1,422.1% | +148.0% | +1,274.0% | +665.5% |
| All | +7,443.4% | +456.1% | +6,987.3% | +1,838.7% |
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