-38.3%
TROW vs IBB
+20.0%
-58.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -0.8% |
| 7D | -1.5% | -3.9% | +2.4% | +1.6% |
| 30D | -5.3% | +2.7% | -8.0% | -7.7% |
| 3M | +2.9% | +21.4% | -18.4% | -12.3% |
| 6M | +22.2% | +20.1% | +2.1% | +4.4% |
| YTD | +8.1% | +21.9% | -13.8% | -9.3% |
| 1Y | +5.8% | +44.1% | -38.3% | -23.6% |
| 3Y | +14.0% | +63.4% | -49.3% | -28.2% |
| 5Y | -38.3% | +19.8% | -58.0% | -51.2% |
| All | -38.3% | +20.0% | -58.2% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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