+17.0%
TROW vs PLTD
-16.1%
+33.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.4% | +3.6% | +6.2% |
| 7D | +8.2% | +14.4% | -6.2% | +9.5% |
| 30D | +8.3% | +8.6% | -0.3% | +9.2% |
| 3M | -1.6% | -9.2% | +7.6% | -2.0% |
| 6M | +11.9% | -29.5% | +41.4% | +9.7% |
| YTD | +14.3% | -20.2% | +34.5% | +12.5% |
| 1Y | +17.0% | -16.5% | +33.5% | +15.8% |
| All | +17.0% | -16.1% | +33.1% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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