+958.5%
SLB vs TROW
+14,446.5%
-13,488.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.5% |
| 7D | +0.8% | -1.3% | +2.1% | +1.3% |
| 30D | +15.8% | -4.5% | +20.3% | +17.6% |
| 3M | -0.3% | +3.9% | -4.2% | -2.0% |
| 6M | +21.3% | +22.6% | -1.2% | +12.9% |
| YTD | +52.3% | +10.1% | +42.2% | +46.5% |
| 1Y | +63.6% | +3.6% | +60.0% | +60.4% |
| 3Y | +3.8% | +12.4% | -8.7% | -1.6% |
| 5Y | +128.6% | -37.5% | +166.1% | +154.6% |
| 10Y | -3.1% | +130.0% | -133.0% | -27.0% |
| All | +958.5% | +14,446.5% | -13,488.0% | +303.8% |
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