-45.9%
SE vs TROW
+4.9%
-50.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.2% | -0.8% |
| 7D | -5.2% | -3.2% | -2.0% | -3.8% |
| 30D | -17.1% | -4.6% | -12.5% | -15.3% |
| 3M | +24.0% | -0.7% | +24.6% | +23.6% |
| 6M | +21.0% | +22.2% | -1.2% | +8.9% |
| YTD | -16.7% | +6.6% | -23.3% | -21.2% |
| 1Y | -45.9% | +5.8% | -51.8% | -48.0% |
| All | -45.9% | +4.9% | -50.8% | -48.0% |
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