+29.4%
TECH vs TROW
+36.4%
-7.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +1.3% |
| 7D | +0.2% | -0.5% | +0.7% | +0.5% |
| 30D | +0.5% | +6.7% | -6.2% | -3.6% |
| 3M | +1.0% | -1.7% | +2.6% | +1.5% |
| 6M | +54.1% | +7.8% | +46.2% | +44.7% |
| YTD | +24.4% | +9.9% | +14.5% | +13.9% |
| 1Y | +19.3% | +8.7% | +10.6% | +9.9% |
| All | +29.4% | +36.4% | -7.0% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling