+199.8%
TER vs TROW
+0.2%
+199.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.0% | +6.4% | +5.9% |
| 7D | +0.6% | -1.3% | +1.9% | +1.2% |
| 30D | -8.3% | -4.5% | -3.8% | -6.3% |
| 3M | -12.2% | +3.9% | -16.1% | -16.6% |
| 6M | +17.0% | +22.6% | -5.5% | +0.2% |
| YTD | +84.6% | +10.1% | +74.5% | +62.3% |
| 1Y | +199.8% | +3.6% | +196.2% | +169.1% |
| All | +199.8% | +0.2% | +199.6% | +169.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling