+14,325.3%
TROW vs GEN
+8,838.9%
+5,486.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.5% |
| 7D | -1.3% | -1.2% | -0.1% | -1.1% |
| 30D | -4.5% | +10.1% | -14.7% | -6.6% |
| 3M | +3.9% | +16.1% | -12.2% | +0.3% |
| 6M | +22.6% | +38.9% | -16.3% | +13.2% |
| YTD | +10.1% | +14.4% | -4.3% | +6.0% |
| 1Y | +3.6% | +5.9% | -2.3% | +1.3% |
| 3Y | +12.4% | +58.8% | -46.4% | 0.0% |
| 5Y | -37.5% | +24.7% | -62.2% | -42.0% |
| 10Y | +130.0% | +163.1% | -33.1% | +74.2% |
| All | +14,325.3% | +8,838.9% | +5,486.4% | +4,494.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling