+262.6%
THC vs TROW
-38.1%
+300.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +4.7% |
| 7D | +4.1% | -1.5% | +5.6% | +4.9% |
| 30D | +3.5% | -5.3% | +8.8% | +6.4% |
| 3M | +61.7% | +2.9% | +58.8% | +59.0% |
| 6M | +11.8% | +22.2% | -10.4% | +0.3% |
| YTD | +35.4% | +8.1% | +27.3% | +28.4% |
| 1Y | +37.0% | +5.8% | +31.2% | +31.1% |
| 3Y | +260.1% | +14.0% | +246.0% | +218.5% |
| 5Y | +262.6% | -38.3% | +300.9% | +342.3% |
| All | +262.6% | -38.1% | +300.7% | +342.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling