+28.3%
RDW vs TROW
+0.2%
+28.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.8% |
| 7D | -3.1% | -1.3% | -1.8% | -1.4% |
| 30D | -1.8% | -4.5% | +2.8% | +4.1% |
| 3M | -50.9% | +3.9% | -54.7% | -55.8% |
| 6M | +13.5% | +22.6% | -9.1% | -18.9% |
| YTD | +38.6% | +10.1% | +28.4% | +14.9% |
| 1Y | +28.3% | +3.6% | +24.7% | +2.7% |
| All | +28.3% | +0.2% | +28.0% | +2.7% |
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 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