+1,240.6%
SWK vs TROW
+14,446.5%
-13,205.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.3% |
| 7D | -0.4% | -1.3% | +0.9% | +0.1% |
| 30D | -5.7% | -4.5% | -1.2% | -4.0% |
| 3M | +24.1% | +3.9% | +20.2% | +22.1% |
| 6M | +24.7% | +22.6% | +2.1% | +15.4% |
| YTD | +33.9% | +10.1% | +23.8% | +28.9% |
| 1Y | +34.7% | +3.6% | +31.1% | +32.6% |
| 3Y | +15.3% | +12.4% | +2.9% | +11.0% |
| 5Y | -39.3% | -37.5% | -1.8% | -28.3% |
| 10Y | +2.5% | +130.0% | -127.5% | -21.1% |
| All | +1,240.6% | +14,446.5% | -13,205.9% | +382.3% |
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