+24.8%
TROW vs INFQ
-39.9%
+64.7%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.4% | +4.5% | +5.9% |
| 7D | +8.2% | -11.1% | +19.4% | +8.8% |
| 30D | +8.3% | -32.4% | +40.7% | +9.9% |
| 3M | -1.6% | -25.3% | +23.7% | -0.7% |
| 6M | +11.9% | -30.3% | +42.2% | +11.5% |
| All | +24.8% | -39.9% | +64.7% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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