+499.2%
THC vs TROW
+14,446.5%
-13,947.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.9% |
| 7D | -0.7% | -1.3% | +0.7% | -0.2% |
| 30D | +1.3% | -4.5% | +5.8% | +2.8% |
| 3M | +64.2% | +3.9% | +60.4% | +62.1% |
| 6M | +8.3% | +22.6% | -14.3% | +1.0% |
| YTD | +33.4% | +10.1% | +23.2% | +28.2% |
| 1Y | +37.7% | +3.6% | +34.1% | +34.8% |
| 3Y | +236.8% | +12.4% | +224.4% | +218.0% |
| 5Y | +249.3% | -37.5% | +286.7% | +295.3% |
| 10Y | +995.2% | +130.0% | +865.3% | +748.9% |
| All | +499.2% | +14,446.5% | -13,947.3% | +126.5% |
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