+9,127.5%
QLD vs TROW
+456.2%
+8,671.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +1.2% |
| 7D | +0.6% | -1.3% | +1.9% | +1.8% |
| 30D | -0.1% | -4.5% | +4.4% | +3.9% |
| 3M | -8.4% | +3.9% | -12.2% | -12.1% |
| 6M | +32.2% | +22.6% | +9.6% | +9.4% |
| YTD | +28.9% | +10.1% | +18.8% | +16.5% |
| 1Y | +43.8% | +3.6% | +40.2% | +36.8% |
| 3Y | +176.6% | +12.4% | +164.2% | +145.3% |
| 5Y | +121.6% | -37.5% | +159.1% | +240.4% |
| 10Y | +1,652.9% | +130.0% | +1,523.0% | +839.2% |
| All | +9,127.5% | +456.2% | +8,671.3% | +2,274.3% |
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