+14,278.0%
TROW vs EAT
+11,250.4%
+3,027.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.0% | +0.6% |
| 7D | +0.4% | -4.9% | +5.3% | +1.7% |
| 30D | -4.0% | -1.2% | -2.8% | -4.2% |
| 3M | +5.0% | +52.2% | -47.2% | -7.3% |
| 6M | +24.3% | +65.0% | -40.7% | +5.9% |
| YTD | +9.8% | +55.0% | -45.3% | -5.2% |
| 1Y | +6.4% | +42.1% | -35.6% | -6.8% |
| 3Y | +15.8% | +614.7% | -598.9% | -38.4% |
| 5Y | -37.3% | +322.7% | -360.0% | -63.2% |
| 10Y | +130.6% | +382.0% | -251.4% | +5.9% |
| All | +14,278.0% | +11,250.4% | +3,027.5% | +1,966.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling