-41.0%
TECH vs TROW
-36.8%
-4.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.5% |
| 3M | +1.0% | -1.7% | +2.6% | +1.4% |
| 6M | +54.1% | +7.8% | +46.2% | +45.4% |
| YTD | +24.4% | +9.9% | +14.5% | +15.1% |
| 1Y | +19.3% | +8.7% | +10.6% | +10.9% |
| 3Y | +28.5% | +35.2% | -6.7% | +3.5% |
| 5Y | -41.0% | -37.5% | -3.5% | -27.2% |
| All | -41.0% | -36.8% | -4.1% | -27.2% |
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 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