+851.0%
SLB vs TROW
+14,513.4%
-13,662.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.3% |
| 7D | +3.5% | +0.5% | +3.0% | +3.3% |
| 30D | +6.5% | +9.3% | -2.8% | +3.2% |
| 3M | -0.2% | -0.9% | +0.7% | -0.1% |
| 6M | -5.7% | +8.3% | -14.1% | -8.7% |
| YTD | +36.8% | +10.6% | +26.2% | +31.2% |
| 1Y | +45.8% | +10.5% | +35.2% | +39.7% |
| 3Y | +3.4% | +36.5% | -33.2% | -8.1% |
| 5Y | +76.1% | -37.1% | +113.2% | +95.5% |
| 10Y | -13.0% | +125.2% | -138.2% | -34.2% |
| All | +851.0% | +14,513.4% | -13,662.4% | +261.5% |
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 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