-48.8%
SE vs TROW
+17.3%
-66.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +6.0% | -1.5% | +2.0% |
| 7D | +6.7% | +8.2% | -1.6% | +3.4% |
| 30D | -17.2% | +8.3% | -25.5% | -19.8% |
| 3M | -28.0% | -1.6% | -26.5% | -27.5% |
| 6M | -6.1% | +11.9% | -18.0% | -10.9% |
| YTD | -37.1% | +14.3% | -51.5% | -42.0% |
| 1Y | -48.8% | +17.0% | -65.8% | -52.0% |
| All | -48.8% | +17.3% | -66.1% | -52.0% |
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