+7,716.4%
TPR vs TROW
+867.7%
+6,848.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.6% |
| 7D | -2.3% | -1.3% | -1.0% | -1.5% |
| 30D | -23.0% | -4.5% | -18.4% | -20.8% |
| 3M | -12.5% | +3.9% | -16.3% | -14.8% |
| 6M | -21.4% | +22.6% | -44.0% | -30.8% |
| YTD | -3.5% | +10.1% | -13.6% | -10.0% |
| 1Y | +17.4% | +3.6% | +13.8% | +13.5% |
| 3Y | +291.3% | +12.4% | +278.8% | +256.1% |
| 5Y | +241.9% | -37.5% | +279.4% | +332.4% |
| 10Y | +322.7% | +130.0% | +192.7% | +153.8% |
| All | +7,716.4% | +867.7% | +6,848.7% | +1,558.6% |
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