-2.8%
TROW vs PLTD
-76.7%
+73.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.4% | +0.1% |
| 7D | -3.0% | +9.9% | -12.9% | -1.7% |
| 30D | -5.5% | +3.8% | -9.3% | -4.8% |
| 3M | +2.3% | -32.3% | +34.6% | -1.9% |
| 6M | +23.9% | -25.9% | +49.8% | +21.2% |
| YTD | +7.9% | -16.4% | +24.3% | +8.2% |
| 1Y | +6.1% | -25.2% | +31.3% | +4.8% |
| All | -2.8% | -76.7% | +73.9% | -21.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling