+14,297.2%
TROW vs CASY
+33,946.0%
-19,648.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.9% |
| 7D | -0.5% | +2.5% | -2.9% | -1.3% |
| 30D | +6.7% | +10.2% | -3.5% | +3.1% |
| 3M | -1.7% | -15.7% | +14.0% | +3.2% |
| 6M | +7.8% | -18.4% | +26.2% | +12.6% |
| YTD | +9.9% | +28.3% | -18.4% | -2.3% |
| 1Y | +8.7% | +32.6% | -23.8% | -4.6% |
| 3Y | +35.2% | +159.5% | -124.3% | -8.5% |
| 5Y | -37.5% | +263.9% | -301.4% | -62.8% |
| 10Y | +123.7% | +548.5% | -424.8% | +6.3% |
| All | +14,297.2% | +33,946.0% | -19,648.8% | +2,198.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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