+1,376.8%
STX vs TROW
+12.9%
+1,364.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.4% |
| 7D | +9.6% | -1.5% | +11.1% | +10.2% |
| 30D | +10.6% | -5.3% | +15.9% | +13.0% |
| 3M | +4.8% | +2.9% | +1.8% | +1.5% |
| 6M | +137.3% | +22.2% | +115.0% | +110.8% |
| YTD | +222.5% | +8.1% | +214.4% | +203.9% |
| 1Y | +366.2% | +5.8% | +360.4% | +341.5% |
| All | +1,376.8% | +12.9% | +1,364.0% | +1,216.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling