+24,936.4%
ROP vs TROW
+8,915.9%
+16,020.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -3.2% |
| 7D | -4.4% | -1.3% | -3.1% | -4.0% |
| 30D | +3.2% | -4.5% | +7.8% | +4.9% |
| 3M | +23.1% | +3.9% | +19.2% | +21.1% |
| 6M | +13.3% | +22.6% | -9.3% | +5.2% |
| YTD | -7.9% | +10.1% | -18.0% | -11.4% |
| 1Y | -22.1% | +3.6% | -25.6% | -23.6% |
| 3Y | -16.8% | +12.4% | -29.2% | -22.0% |
| 5Y | -13.5% | -37.5% | +24.0% | -4.0% |
| 10Y | +137.7% | +130.0% | +7.7% | +67.4% |
| All | +24,936.4% | +8,915.9% | +16,020.5% | +6,560.7% |
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