-52.7%
TEAM vs TROW
-38.9%
-13.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.2% |
| 7D | -7.8% | -3.0% | -4.8% | -5.5% |
| 30D | +16.5% | -5.5% | +22.0% | +22.0% |
| 3M | +96.2% | +2.3% | +93.9% | +90.6% |
| 6M | +130.2% | +23.9% | +106.3% | +89.9% |
| YTD | +10.7% | +7.9% | +2.9% | +2.1% |
| 1Y | +3.0% | +6.1% | -3.1% | -4.0% |
| 3Y | -13.1% | +13.8% | -26.9% | -26.8% |
| 5Y | -52.7% | -38.2% | -14.5% | -36.6% |
| All | -52.7% | -38.9% | -13.9% | -36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling