+15.8%
TROW vs ALLY
+69.8%
-54.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | +1.1% |
| 7D | +0.4% | +1.0% | -0.6% | -0.1% |
| 30D | -4.0% | -3.3% | -0.7% | -2.8% |
| 3M | +5.0% | +0.5% | +4.6% | +4.5% |
| 6M | +24.3% | +12.6% | +11.7% | +17.0% |
| YTD | +9.8% | -4.7% | +14.5% | +11.1% |
| 1Y | +6.4% | +5.2% | +1.2% | +2.4% |
| 3Y | +15.8% | +66.5% | -50.7% | -9.6% |
| All | +15.8% | +69.8% | -54.0% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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