+10.5%
TROW vs ARWR
+17.3%
-6.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.5% |
| 7D | +0.5% | -17.8% | +18.3% | +2.3% |
| 30D | +9.3% | -18.1% | +27.5% | +11.4% |
| 3M | -0.9% | -44.2% | +43.3% | +4.7% |
| 6M | +8.3% | -38.6% | +47.0% | +13.1% |
| YTD | +10.6% | -28.0% | +38.7% | +12.9% |
| 1Y | +10.5% | +16.1% | -5.6% | +9.4% |
| All | +10.5% | +17.3% | -6.8% | +9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling