+1,379.8%
TROW vs AEE
+818.5%
+561.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.3% |
| 7D | -1.5% | +1.1% | -2.6% | -2.1% |
| 30D | -5.3% | 0.0% | -5.3% | -5.4% |
| 3M | +2.9% | -0.9% | +3.9% | +3.1% |
| 6M | +22.2% | -2.4% | +24.6% | +23.0% |
| YTD | +8.1% | +8.6% | -0.6% | +1.4% |
| 1Y | +5.8% | +10.2% | -4.3% | -1.8% |
| 3Y | +14.0% | +47.8% | -33.8% | -14.5% |
| 5Y | -38.3% | +40.1% | -78.4% | -52.6% |
| 10Y | +131.7% | +195.0% | -63.4% | +2.0% |
| All | +1,379.8% | +818.5% | +561.4% | +216.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling