+6,936.7%
TROW vs ARWR
-97.0%
+7,033.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -1.3% | +1.7% | -3.0% | -1.3% |
| 30D | -4.5% | -0.7% | -3.9% | -4.5% |
| 3M | +3.9% | +14.9% | -11.0% | +3.8% |
| 6M | +22.6% | +32.6% | -10.1% | +22.3% |
| YTD | +10.1% | +30.0% | -19.9% | +9.9% |
| 1Y | +3.6% | +208.4% | -204.8% | +2.8% |
| 3Y | +12.4% | +208.8% | -196.4% | +11.4% |
| 5Y | -37.5% | +27.8% | -65.3% | -37.9% |
| 10Y | +130.0% | +1,107.6% | -977.6% | +126.0% |
| All | +6,936.7% | -97.0% | +7,033.7% | +7,273.8% |
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