+19,949.9%
SHW vs TROW
+14,398.8%
+5,551.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -1.2% | +0.4% | -1.6% | -1.3% |
| 30D | -11.6% | -4.0% | -7.6% | -10.5% |
| 3M | +9.1% | +5.0% | +4.1% | +7.6% |
| 6M | -0.7% | +24.3% | -25.0% | -6.7% |
| YTD | +1.4% | +9.8% | -8.4% | -1.6% |
| 1Y | -12.3% | +6.4% | -18.7% | -14.2% |
| 3Y | +23.4% | +15.8% | +7.6% | +16.9% |
| 5Y | +15.0% | -37.3% | +52.3% | +26.9% |
| 10Y | +278.3% | +130.6% | +147.6% | +189.4% |
| All | +19,949.9% | +14,398.8% | +5,551.1% | +6,865.3% |
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