-38.2%
TROW vs BB
-29.9%
-8.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.4% |
| 7D | -3.0% | -2.1% | -0.9% | -2.6% |
| 30D | -5.5% | -16.0% | +10.6% | -2.1% |
| 3M | +2.3% | -14.5% | +16.8% | +3.9% |
| 6M | +23.9% | +118.6% | -94.6% | -0.5% |
| YTD | +7.9% | +98.9% | -91.1% | -11.4% |
| 1Y | +6.1% | +99.5% | -93.3% | -13.7% |
| 3Y | +13.8% | +65.4% | -51.5% | -9.8% |
| 5Y | -38.2% | -27.6% | -10.6% | -39.7% |
| All | -38.2% | -29.9% | -8.3% | -39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling