+1,126.4%
TROW vs BNS
+1,486.6%
-360.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.8% | -1.7% |
| 7D | -3.2% | -0.4% | -2.8% | -2.9% |
| 30D | -4.6% | +3.5% | -8.1% | -7.7% |
| 3M | -0.7% | +14.1% | -14.7% | -11.6% |
| 6M | +22.2% | +33.8% | -11.6% | -4.9% |
| YTD | +6.6% | +29.5% | -22.8% | -15.0% |
| 1Y | +5.8% | +48.4% | -42.6% | -24.9% |
| 3Y | +11.6% | +129.6% | -118.0% | -45.6% |
| 5Y | -38.9% | +96.1% | -135.0% | -66.0% |
| 10Y | +128.5% | +186.2% | -57.6% | -10.4% |
| All | +1,126.4% | +1,486.6% | -360.2% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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