+127.5%
TROW vs ARWR
+1,080.6%
-953.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -3.0% | -4.3% | +1.3% | -2.5% |
| 30D | -5.5% | -7.3% | +1.8% | -4.7% |
| 3M | +2.3% | +17.0% | -14.7% | +0.1% |
| 6M | +23.9% | +39.8% | -15.9% | +18.4% |
| YTD | +7.9% | +24.7% | -16.8% | +4.3% |
| 1Y | +6.1% | +186.5% | -180.3% | -7.5% |
| 3Y | +13.8% | +176.8% | -163.0% | -5.1% |
| 5Y | -38.2% | +29.3% | -67.5% | -46.3% |
| All | +127.5% | +1,080.6% | -953.1% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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