+101,682.4%
TECH vs TROW
+14,513.4%
+87,169.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.1% |
| 7D | +0.1% | +0.5% | -0.3% | 0.0% |
| 30D | +0.5% | +9.3% | -8.8% | -2.1% |
| 3M | +1.1% | -0.9% | +2.0% | +1.1% |
| 6M | +62.8% | +8.3% | +54.5% | +58.4% |
| YTD | +24.5% | +10.6% | +13.8% | +20.1% |
| 1Y | +20.6% | +10.5% | +10.1% | +16.4% |
| 3Y | +29.5% | +36.5% | -7.1% | +18.0% |
| 5Y | -40.9% | -37.1% | -3.9% | -34.3% |
| 10Y | +189.5% | +125.2% | +64.3% | +128.2% |
| All | +101,682.4% | +14,513.4% | +87,169.0% | +33,697.6% |
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