+14.9%
TROW vs ARWR
+181.4%
-166.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | -0.1% |
| 7D | +0.4% | +2.9% | -2.5% | 0.0% |
| 30D | -4.0% | -2.9% | -1.1% | -3.7% |
| 3M | +5.0% | +15.2% | -10.2% | +2.5% |
| 6M | +24.3% | +42.3% | -18.0% | +17.2% |
| YTD | +9.8% | +28.2% | -18.4% | +4.9% |
| 1Y | +6.4% | +213.2% | -206.8% | -11.8% |
| All | +14.9% | +181.4% | -166.5% | -13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling