+14,391.6%
TROW vs CASY
+34,208.6%
-19,816.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | +0.5% | +3.6% | -3.1% | -0.7% |
| 30D | +9.3% | +9.1% | +0.3% | +6.0% |
| 3M | -0.9% | -16.5% | +15.6% | +4.4% |
| 6M | +8.3% | -19.7% | +28.1% | +13.8% |
| YTD | +10.6% | +29.3% | -18.6% | -1.9% |
| 1Y | +10.5% | +33.1% | -22.6% | -3.1% |
| 3Y | +36.5% | +158.5% | -122.0% | -7.4% |
| 5Y | -37.1% | +266.7% | -303.8% | -62.7% |
| 10Y | +125.2% | +553.5% | -428.3% | +6.7% |
| All | +14,391.6% | +34,208.6% | -19,816.9% | +2,207.1% |
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