+62,613.0%
SU vs TROW
+13,984.0%
+48,628.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | +0.2% |
| 7D | +2.2% | -3.2% | +5.4% | +3.3% |
| 30D | +8.4% | -4.6% | +13.0% | +10.0% |
| 3M | +12.1% | -0.7% | +12.7% | +11.7% |
| 6M | +19.7% | +22.2% | -2.5% | +11.3% |
| YTD | +58.4% | +6.6% | +51.8% | +53.3% |
| 1Y | +67.2% | +5.8% | +61.4% | +61.8% |
| 3Y | +125.0% | +11.6% | +113.4% | +110.9% |
| 5Y | +355.1% | -38.9% | +394.0% | +402.1% |
| 10Y | +263.7% | +128.5% | +135.1% | +167.3% |
| All | +62,613.0% | +13,984.0% | +48,628.9% | +13,194.0% |
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 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