+494.4%
TEAM vs TROW
+130.0%
+364.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.2% | +0.8% |
| 7D | -5.2% | -3.2% | -2.0% | -3.4% |
| 30D | +15.8% | -4.6% | +20.4% | +19.1% |
| 3M | +101.5% | -0.7% | +102.1% | +101.1% |
| 6M | +138.2% | +22.2% | +116.0% | +109.5% |
| YTD | +10.8% | +6.6% | +4.2% | +5.6% |
| 1Y | +1.7% | +5.8% | -4.1% | -2.8% |
| 3Y | -16.0% | +11.6% | -27.6% | -23.4% |
| 5Y | -52.7% | -38.9% | -13.8% | -43.7% |
| All | +494.4% | +130.0% | +364.4% | +345.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling