+3.6%
TROW vs FND
-36.4%
+39.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.2% |
| 7D | -1.3% | -5.2% | +3.9% | -0.6% |
| 30D | -4.5% | -19.9% | +15.4% | -1.6% |
| 3M | +3.9% | +2.7% | +1.1% | +2.9% |
| 6M | +22.6% | -21.7% | +44.2% | +26.7% |
| YTD | +10.1% | -17.5% | +27.6% | +12.0% |
| 1Y | +3.6% | -39.3% | +42.9% | +3.1% |
| All | +3.6% | -36.4% | +39.9% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling