+12.9%
TROW vs BBWI
-48.6%
+61.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.1% |
| 7D | -3.0% | -8.0% | +5.0% | -1.4% |
| 30D | -5.5% | -6.6% | +1.2% | -4.5% |
| 3M | +2.3% | -2.7% | +5.0% | +1.9% |
| 6M | +23.9% | -12.8% | +36.7% | +25.3% |
| YTD | +7.9% | -10.5% | +18.4% | +7.8% |
| 1Y | +6.1% | -35.3% | +41.5% | +14.3% |
| All | +12.9% | -48.6% | +61.5% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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