+12.8%
TEAM vs TROW
+0.2%
+12.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.1% |
| 7D | -0.4% | -1.3% | +0.9% | +0.2% |
| 30D | +67.3% | -4.5% | +71.8% | +70.9% |
| 3M | +86.8% | +3.9% | +82.9% | +80.8% |
| 6M | +146.8% | +22.6% | +124.2% | +117.2% |
| YTD | +16.9% | +10.1% | +6.8% | +8.6% |
| 1Y | +12.8% | +3.6% | +9.2% | +4.3% |
| All | +12.8% | +0.2% | +12.6% | +4.3% |
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