+6,923.0%
TROW vs ARWR
-98.4%
+7,021.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.5% | +2.2% | -2.2% |
| 7D | -0.5% | -17.9% | +17.5% | -0.3% |
| 30D | +6.7% | -18.9% | +25.6% | +6.9% |
| 3M | -1.7% | -46.0% | +44.3% | -1.3% |
| 6M | +7.8% | -40.3% | +48.2% | +8.1% |
| YTD | +9.9% | -29.0% | +38.9% | +10.1% |
| 1Y | +8.7% | +13.8% | -5.1% | +8.6% |
| 3Y | +35.2% | +74.9% | -39.7% | +34.4% |
| 5Y | -37.5% | -36.2% | -1.2% | -37.6% |
| 10Y | +123.7% | +1,028.0% | -904.3% | +120.4% |
| All | +6,923.0% | -98.4% | +7,021.4% | +7,284.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling