+124.8%
TROW vs BB
+1.6%
+123.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.5% |
| 7D | -3.2% | -0.4% | -2.8% | -3.1% |
| 30D | -4.6% | -12.5% | +7.9% | -2.7% |
| 3M | -0.7% | -17.4% | +16.8% | +1.3% |
| 6M | +22.2% | +119.1% | -96.9% | +4.2% |
| YTD | +6.6% | +102.4% | -95.7% | -7.9% |
| 1Y | +5.8% | +98.2% | -92.4% | -8.8% |
| 3Y | +11.6% | +46.9% | -35.3% | -3.7% |
| 5Y | -38.9% | -26.4% | -12.5% | -43.5% |
| All | +124.8% | +1.6% | +123.2% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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