+1,048.0%
STX vs TROW
-39.3%
+1,087.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.6% | -3.1% |
| 7D | -2.3% | -3.2% | +0.9% | -0.6% |
| 30D | -5.5% | -4.6% | -0.9% | -3.4% |
| 3M | -4.3% | -0.7% | -3.6% | -5.5% |
| 6M | +115.6% | +22.2% | +93.4% | +90.7% |
| YTD | +202.2% | +6.6% | +195.6% | +186.6% |
| 1Y | +325.3% | +5.8% | +319.5% | +302.0% |
| 3Y | +1,283.9% | +11.6% | +1,272.3% | +1,141.0% |
| All | +1,048.0% | -39.3% | +1,087.4% | +1,257.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling