-73.1%
SMR vs TROW
+0.2%
-73.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | +1.0% |
| 7D | +4.4% | -1.3% | +5.7% | +6.5% |
| 30D | +3.4% | -4.5% | +7.9% | +11.2% |
| 3M | -19.2% | +3.9% | -23.0% | -26.9% |
| 6M | -22.6% | +22.6% | -45.2% | -46.9% |
| YTD | -31.5% | +10.1% | -41.7% | -46.0% |
| 1Y | -73.1% | +3.6% | -76.7% | -74.8% |
| All | -73.1% | +0.2% | -73.3% | -74.8% |
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 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 · 6 months rolling