+27.5%
RTX vs TROW
+6.1%
+21.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -2.0% | -3.0% | +1.0% | -1.5% |
| 30D | -11.2% | -5.5% | -5.8% | -10.3% |
| 3M | +12.0% | +2.3% | +9.8% | +11.2% |
| 6M | -3.6% | +23.9% | -27.5% | -7.6% |
| YTD | +9.2% | +7.9% | +1.3% | +7.8% |
| All | +27.5% | +6.1% | +21.4% | +27.5% |
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