+5,975.1%
TGT vs TROW
+14,176.2%
-8,201.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -2.7% |
| 7D | -3.6% | -1.5% | -2.1% | -3.1% |
| 30D | +4.4% | -5.3% | +9.7% | +6.3% |
| 3M | +25.4% | +2.9% | +22.4% | +23.7% |
| 6M | +33.4% | +22.2% | +11.2% | +24.1% |
| YTD | +65.6% | +8.1% | +57.5% | +60.0% |
| 1Y | +80.3% | +5.8% | +74.5% | +75.4% |
| 3Y | +42.1% | +14.0% | +28.1% | +34.3% |
| 5Y | -25.0% | -38.3% | +13.3% | -14.9% |
| 10Y | +208.2% | +131.7% | +76.5% | +123.0% |
| All | +5,975.1% | +14,176.2% | -8,201.1% | +1,499.8% |
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