+24,221.5%
ROP vs TROW
+8,886.4%
+15,335.1%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.5% | -2.7% |
| 7D | -5.4% | +0.4% | -5.8% | -5.5% |
| 30D | -1.6% | -4.0% | +2.4% | -0.2% |
| 3M | +18.8% | +5.0% | +13.8% | +16.5% |
| 6M | +8.2% | +24.3% | -16.1% | 0.0% |
| YTD | -10.5% | +9.8% | -20.3% | -13.9% |
| 1Y | -23.7% | +6.4% | -30.2% | -26.0% |
| 3Y | -17.9% | +15.8% | -33.7% | -23.8% |
| 5Y | -15.3% | -37.3% | +21.9% | -6.1% |
| 10Y | +133.4% | +130.6% | +2.8% | +64.3% |
| All | +24,221.5% | +8,886.4% | +15,335.1% | +6,377.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling