+39,814.5%
RMD vs TROW
+5,283.7%
+34,530.8%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.1% |
| 7D | -4.5% | +0.4% | -4.9% | -4.6% |
| 30D | +4.6% | -4.0% | +8.6% | +5.9% |
| 3M | +14.8% | +5.0% | +9.8% | +13.0% |
| 6M | -12.1% | +24.3% | -36.4% | -17.8% |
| YTD | -7.5% | +9.8% | -17.2% | -10.5% |
| 1Y | -20.1% | +6.4% | -26.5% | -22.0% |
| 3Y | +53.9% | +15.8% | +38.1% | +45.0% |
| 5Y | -22.2% | -37.3% | +15.1% | -14.3% |
| 10Y | +268.2% | +130.6% | +137.6% | +178.7% |
| All | +39,814.5% | +5,283.7% | +34,530.8% | +14,092.2% |
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