+14,183.4%
TER vs TROW
+14,446.5%
-263.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +6.0% |
| 7D | +0.6% | -1.3% | +1.9% | +1.3% |
| 30D | -8.3% | -4.5% | -3.8% | -6.1% |
| 3M | -12.2% | +3.9% | -16.1% | -14.8% |
| 6M | +17.1% | +22.6% | -5.5% | +4.4% |
| YTD | +84.7% | +10.1% | +74.5% | +73.8% |
| 1Y | +199.9% | +3.6% | +196.3% | +191.3% |
| 3Y | +232.8% | +12.4% | +220.3% | +211.8% |
| 5Y | +198.6% | -37.5% | +236.1% | +281.2% |
| 10Y | +1,669.7% | +130.0% | +1,539.8% | +1,054.2% |
| All | +14,183.4% | +14,446.5% | -263.1% | +2,107.8% |
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