+12,926.4%
TDG vs TROW
+424.7%
+12,501.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.7% |
| 7D | -1.9% | -3.2% | +1.3% | -0.5% |
| 30D | -7.7% | -4.6% | -3.1% | -5.8% |
| 3M | -9.3% | -0.7% | -8.7% | -9.4% |
| 6M | -9.4% | +22.2% | -31.6% | -17.2% |
| YTD | -14.3% | +6.6% | -20.9% | -17.1% |
| 1Y | -11.8% | +5.8% | -17.7% | -14.7% |
| 3Y | +52.0% | +11.6% | +40.4% | +40.3% |
| 5Y | +128.8% | -38.9% | +167.8% | +166.6% |
| 10Y | +543.8% | +128.5% | +415.3% | +325.2% |
| All | +12,926.4% | +424.7% | +12,501.7% | +5,374.2% |
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