+837.9%
SLB vs TROW
+14,749.5%
-13,911.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | -1.2% | -1.7% | +0.5% | -0.6% |
| 30D | +4.5% | +6.4% | -2.0% | +2.2% |
| 3M | -4.6% | -1.5% | -3.1% | -4.3% |
| 6M | -6.3% | +8.3% | -14.5% | -9.2% |
| YTD | +35.0% | +12.4% | +22.5% | +28.7% |
| 1Y | +38.8% | +12.4% | +26.4% | +32.3% |
| 3Y | +3.3% | +38.3% | -35.0% | -8.6% |
| 5Y | +73.6% | -35.2% | +108.8% | +90.8% |
| 10Y | -14.2% | +128.8% | -143.1% | -35.4% |
| All | +837.9% | +14,749.5% | -13,911.6% | +254.7% |
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