+552.6%
TROW vs BLDR
+380.2%
+172.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -1.1% |
| 7D | -1.5% | -2.7% | +1.2% | -0.9% |
| 30D | -5.3% | -14.7% | +9.4% | -1.9% |
| 3M | +2.9% | -20.8% | +23.8% | +7.7% |
| 6M | +22.2% | -35.3% | +57.5% | +33.3% |
| YTD | +8.1% | -40.3% | +48.4% | +19.4% |
| 1Y | +5.8% | -56.3% | +62.1% | +25.2% |
| 3Y | +14.0% | -56.1% | +70.1% | +30.8% |
| 5Y | -38.3% | +12.9% | -51.2% | -44.1% |
| 10Y | +131.7% | +386.5% | -254.8% | +39.3% |
| All | +552.6% | +380.2% | +172.4% | +130.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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