+36.5%
TROW vs BUD
+49.6%
-13.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | +0.4% |
| 7D | +0.5% | +1.0% | -0.5% | +0.3% |
| 30D | +9.3% | +6.7% | +2.7% | +7.9% |
| 3M | -0.9% | +5.7% | -6.6% | -2.1% |
| 6M | +8.3% | +5.8% | +2.5% | +6.7% |
| YTD | +10.6% | +34.4% | -23.8% | +2.3% |
| 1Y | +10.5% | +33.3% | -22.7% | +2.4% |
| 3Y | +36.5% | +48.8% | -12.3% | +13.9% |
| All | +36.5% | +49.6% | -13.1% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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