-39.0%
TROW vs GEN
+22.3%
-61.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.1% | -1.5% |
| 7D | -3.2% | -1.3% | -1.9% | -2.8% |
| 30D | -4.6% | +6.1% | -10.7% | -6.8% |
| 3M | -0.7% | +27.0% | -27.6% | -9.2% |
| 6M | +22.2% | +43.9% | -21.7% | +5.2% |
| YTD | +6.6% | +13.0% | -6.4% | +0.8% |
| 1Y | +5.8% | +4.0% | +1.8% | +3.3% |
| 3Y | +11.6% | +66.2% | -54.6% | -11.2% |
| All | -39.0% | +22.3% | -61.2% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 5y: compounded portfolio wealth divided by compounded GEN 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…
5y analysis · Full analysis span regression · 6 months rolling