+2,185.1%
TRGP vs TROW
+196.9%
+1,988.2%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.1% |
| 7D | -0.7% | -1.5% | +0.8% | +0.1% |
| 30D | +9.5% | -5.3% | +14.8% | +12.7% |
| 3M | +10.8% | +2.9% | +7.9% | +7.7% |
| 6M | +25.3% | +22.2% | +3.1% | +9.8% |
| YTD | +60.3% | +8.1% | +52.2% | +49.4% |
| 1Y | +84.6% | +5.8% | +78.7% | +73.8% |
| 3Y | +264.4% | +14.0% | +250.3% | +218.1% |
| 5Y | +636.6% | -38.3% | +674.8% | +797.9% |
| 10Y | +848.9% | +131.7% | +717.3% | +405.4% |
| All | +2,185.1% | +196.9% | +1,988.2% | +978.3% |
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 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