+124.8%
TROW vs AEE
+191.1%
-66.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.1% |
| 7D | -3.2% | -0.8% | -2.4% | -2.8% |
| 30D | -4.6% | -2.9% | -1.7% | -3.3% |
| 3M | -0.7% | -2.4% | +1.8% | +0.2% |
| 6M | +22.2% | -2.7% | +24.9% | +23.0% |
| YTD | +6.6% | +7.3% | -0.6% | +2.1% |
| 1Y | +5.8% | +7.5% | -1.7% | +1.0% |
| 3Y | +11.6% | +46.2% | -34.6% | -10.4% |
| 5Y | -38.9% | +39.7% | -78.6% | -50.1% |
| All | +124.8% | +191.1% | -66.3% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling