-71.3%
QS vs TROW
+17.3%
-88.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +6.0% | +1.6% | +2.0% |
| 7D | +4.5% | +8.2% | -3.8% | -2.9% |
| 30D | -4.1% | +8.3% | -12.4% | -10.8% |
| 3M | -22.1% | -1.6% | -20.6% | -21.3% |
| 6M | -38.4% | +11.9% | -50.3% | -45.4% |
| YTD | -57.5% | +14.3% | -71.8% | -64.6% |
| 1Y | -71.3% | +17.0% | -88.3% | -76.8% |
| All | -71.3% | +17.3% | -88.6% | -76.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling