+269.4%
TRGP vs TROW
+11.3%
+258.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | +0.1% | -3.2% | +3.2% | +1.1% |
| 30D | +8.0% | -4.6% | +12.6% | +9.5% |
| 3M | +8.3% | -0.7% | +8.9% | +7.3% |
| 6M | +23.9% | +22.2% | +1.7% | +13.2% |
| YTD | +59.6% | +6.6% | +53.0% | +52.9% |
| 1Y | +79.4% | +5.8% | +73.6% | +72.3% |
| 3Y | +269.4% | +11.6% | +257.8% | +229.5% |
| All | +269.4% | +11.3% | +258.1% | +229.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling