+8,373.7%
TPR vs TROW
+872.2%
+7,501.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | -0.6% |
| 7D | -0.3% | +0.5% | -0.8% | -0.6% |
| 30D | +15.1% | +9.3% | +5.8% | +8.8% |
| 3M | +3.5% | -0.9% | +4.4% | +3.7% |
| 6M | +0.4% | +8.3% | -7.9% | -5.1% |
| YTD | +4.6% | +10.6% | -6.0% | -3.0% |
| 1Y | +33.1% | +10.5% | +22.6% | +23.3% |
| 3Y | +396.0% | +36.5% | +359.4% | +301.1% |
| 5Y | +230.3% | -37.1% | +267.3% | +315.8% |
| 10Y | +368.4% | +125.2% | +243.2% | +184.2% |
| All | +8,373.7% | +872.2% | +7,501.5% | +1,688.0% |
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