+16,011.1%
STX vs TROW
+1,412.9%
+14,598.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.3% | +6.9% |
| 7D | +2.4% | -1.3% | +3.7% | +3.0% |
| 30D | +1.4% | -4.5% | +5.9% | +3.5% |
| 3M | -8.2% | +3.9% | -12.1% | -11.1% |
| 6M | +127.0% | +22.6% | +104.5% | +101.9% |
| YTD | +209.1% | +10.1% | +199.0% | +189.7% |
| 1Y | +365.4% | +3.6% | +361.8% | +346.6% |
| 3Y | +1,135.4% | +12.4% | +1,123.0% | +1,021.9% |
| 5Y | +991.5% | -37.5% | +1,029.0% | +1,202.9% |
| 10Y | +3,695.8% | +130.0% | +3,565.9% | +2,136.8% |
| All | +16,011.1% | +1,412.9% | +14,598.2% | +3,200.1% |
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