+9,850.6%
ROL vs TROW
+14,513.4%
-4,662.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.4% |
| 7D | +3.0% | +0.5% | +2.5% | +2.9% |
| 30D | +19.8% | +9.3% | +10.4% | +16.8% |
| 3M | +7.9% | -0.9% | +8.8% | +8.1% |
| 6M | -25.6% | +8.3% | -34.0% | -27.6% |
| YTD | -34.1% | +10.6% | -44.8% | -36.5% |
| 1Y | -31.4% | +10.5% | -41.9% | -33.9% |
| 3Y | +4.7% | +36.5% | -31.9% | -6.8% |
| 5Y | +15.6% | -37.1% | +52.7% | +24.8% |
| 10Y | +220.6% | +125.2% | +95.4% | +135.3% |
| All | +9,850.6% | +14,513.4% | -4,662.9% | +3,484.7% |
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 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