-2.7%
TROW vs PLTD
-77.2%
+74.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.5% |
| 7D | -1.5% | -0.9% | -0.6% | -1.5% |
| 30D | -5.3% | +1.3% | -6.6% | -5.0% |
| 3M | +2.9% | -32.9% | +35.8% | -1.3% |
| 6M | +22.2% | -24.9% | +47.1% | +19.9% |
| YTD | +8.1% | -18.2% | +26.3% | +8.0% |
| 1Y | +5.8% | -28.7% | +34.5% | +3.7% |
| All | -2.7% | -77.2% | +74.5% | -21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling