+3,511.4%
TROW vs AEIS
+2,641.0%
+870.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | -1.0% |
| 7D | +0.4% | +8.1% | -7.7% | -1.4% |
| 30D | -4.0% | -11.1% | +7.1% | -1.9% |
| 3M | +5.0% | -5.6% | +10.7% | +4.0% |
| 6M | +24.3% | -0.6% | +25.0% | +20.3% |
| YTD | +9.8% | +38.0% | -28.3% | -2.3% |
| 1Y | +6.4% | +87.2% | -80.8% | -12.4% |
| 3Y | +15.8% | +179.7% | -163.9% | -14.7% |
| 5Y | -37.3% | +241.7% | -279.0% | -55.9% |
| 10Y | +130.6% | +547.2% | -416.6% | +32.7% |
| All | +3,511.4% | +2,641.0% | +870.4% | +1,203.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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