+5,948.9%
TROW vs DAR
+1,817.4%
+4,131.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.9% | -3.3% | -0.6% |
| 7D | +0.4% | -0.9% | +1.3% | +0.5% |
| 30D | -4.0% | +13.0% | -17.0% | -5.2% |
| 3M | +5.0% | +15.0% | -10.0% | +3.4% |
| 6M | +24.3% | +26.8% | -2.5% | +21.1% |
| YTD | +9.8% | +86.4% | -76.6% | +3.0% |
| 1Y | +6.4% | +115.1% | -108.6% | -1.8% |
| 3Y | +15.8% | +14.6% | +1.2% | +12.2% |
| 5Y | -37.3% | -8.8% | -28.5% | -38.2% |
| 10Y | +130.6% | +356.5% | -225.9% | +97.0% |
| All | +5,948.9% | +1,817.4% | +4,131.4% | +4,852.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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