-70.2%
SKUU vs TROW
-3.8%
-66.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.4% | -3.4% | -24.0% | -25.8% |
| 7D | -44.2% | +2.0% | -46.1% | -42.7% |
| 30D | -58.1% | +4.9% | -63.0% | -57.2% |
| 3M | -44.3% | -4.3% | -40.1% | -45.6% |
| All | -70.2% | -3.8% | -66.4% | -70.9% |
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 · Available span rolling