+2.0%
RDW vs TROW
-13.7%
+15.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -1.2% |
| 7D | +0.9% | -3.2% | +4.0% | +3.9% |
| 30D | -21.3% | -4.6% | -16.7% | -17.9% |
| 3M | -37.9% | -0.7% | -37.2% | -38.3% |
| 6M | +12.3% | +22.2% | -9.9% | -6.0% |
| YTD | +39.7% | +6.6% | +33.1% | +33.5% |
| 1Y | +25.7% | +5.8% | +19.9% | +21.2% |
| 3Y | +230.8% | +11.6% | +219.2% | +208.9% |
| 5Y | -8.8% | -38.9% | +30.2% | +7.8% |
| All | +2.0% | -13.7% | +15.8% | +11.5% |
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