-34.7%
ROL vs TROW
+17.3%
-52.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.0% | -3.2% | +1.9% |
| 7D | +14.6% | +8.2% | +6.3% | +13.3% |
| 30D | +29.3% | +8.3% | +21.0% | +27.7% |
| 3M | +2.0% | -1.6% | +3.6% | +1.6% |
| 6M | -28.5% | +11.9% | -40.4% | -29.8% |
| YTD | -35.3% | +14.3% | -49.7% | -37.5% |
| 1Y | -34.7% | +17.0% | -51.7% | -37.0% |
| All | -34.7% | +17.3% | -52.0% | -37.0% |
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