-38.2%
TROW vs GEN
+21.5%
-59.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -3.0% | -4.3% | +1.3% | -1.5% |
| 30D | -5.5% | +3.8% | -9.2% | -6.9% |
| 3M | +2.3% | +22.3% | -20.0% | -5.3% |
| 6M | +23.9% | +39.0% | -15.0% | +8.2% |
| YTD | +7.9% | +11.9% | -4.0% | +2.4% |
| 1Y | +6.1% | +4.5% | +1.6% | +3.4% |
| 3Y | +13.8% | +59.0% | -45.2% | -7.8% |
| 5Y | -38.2% | +22.0% | -60.2% | -46.5% |
| All | -38.2% | +21.5% | -59.7% | -46.5% |
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