+101,053.8%
TECH vs TROW
+14,446.5%
+86,607.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.3% |
| 7D | +0.1% | -1.3% | +1.4% | +0.5% |
| 30D | +0.7% | -4.5% | +5.2% | +2.0% |
| 3M | +36.3% | +3.9% | +32.5% | +34.5% |
| 6M | +25.6% | +22.6% | +3.0% | +18.1% |
| YTD | +23.7% | +10.1% | +13.6% | +19.7% |
| 1Y | +37.6% | +3.6% | +34.1% | +35.3% |
| 3Y | -6.6% | +12.4% | -19.0% | -10.1% |
| 5Y | -42.2% | -37.5% | -4.7% | -35.6% |
| 10Y | +187.6% | +130.0% | +57.6% | +126.0% |
| All | +101,053.8% | +14,446.5% | +86,607.4% | +33,601.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling