-39.0%
TROW vs BBWI
-67.2%
+28.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.6% | -2.8% |
| 7D | -3.2% | -4.8% | +1.6% | -2.1% |
| 30D | -4.6% | +3.5% | -8.1% | -6.0% |
| 3M | -0.7% | -0.3% | -0.3% | -1.7% |
| 6M | +22.2% | -5.4% | +27.6% | +21.0% |
| YTD | +6.6% | -4.7% | +11.4% | +4.6% |
| 1Y | +5.8% | -30.5% | +36.3% | +12.1% |
| 3Y | +11.6% | -44.3% | +55.9% | +19.1% |
| All | -39.0% | -67.2% | +28.2% | -25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling