+476.2%
STX vs TROW
-37.1%
+513.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.7% | -3.4% |
| 7D | +14.6% | +0.5% | +14.1% | +14.4% |
| 30D | -26.0% | +9.3% | -35.3% | -29.2% |
| 3M | -42.6% | -0.9% | -41.7% | -42.4% |
| 6M | -35.3% | +8.3% | -43.6% | -38.9% |
| YTD | +92.5% | +10.6% | +81.8% | +79.3% |
| 1Y | +102.4% | +10.5% | +91.8% | +88.1% |
| 3Y | +673.8% | +36.5% | +637.3% | +525.4% |
| All | +476.2% | -37.1% | +513.3% | +547.6% |
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