+148.6%
TE vs TROW
+0.2%
+148.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +2.3% |
| 7D | -4.0% | -1.3% | -2.7% | -2.7% |
| 30D | -15.9% | -4.5% | -11.4% | -11.9% |
| 3M | -60.5% | +3.9% | -64.4% | -62.9% |
| 6M | -35.2% | +22.6% | -57.8% | -48.4% |
| YTD | -31.1% | +10.1% | -41.3% | -41.1% |
| 1Y | +148.6% | +3.6% | +145.1% | +99.3% |
| All | +148.6% | +0.2% | +148.4% | +99.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling