+12.9%
TROW vs EAT
+585.9%
-573.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -3.0% | -6.2% | +3.2% | -2.0% |
| 30D | -5.5% | -3.0% | -2.4% | -5.3% |
| 3M | +2.3% | +45.6% | -43.4% | -4.8% |
| 6M | +23.9% | +53.5% | -29.6% | +13.3% |
| YTD | +7.9% | +49.6% | -41.7% | -1.2% |
| 1Y | +6.1% | +38.9% | -32.8% | -1.7% |
| All | +12.9% | +585.9% | -573.0% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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