+14,391.6%
TROW vs PTC
+8,860.0%
+5,531.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +0.5% | +0.5% | 0.0% | +0.4% |
| 30D | +9.3% | +1.2% | +8.1% | +9.0% |
| 3M | -0.9% | +27.4% | -28.3% | -8.0% |
| 6M | +8.3% | +39.2% | -30.8% | -2.3% |
| YTD | +10.6% | +12.5% | -1.9% | +4.6% |
| 1Y | +10.5% | +12.3% | -1.7% | +4.5% |
| 3Y | +36.5% | +28.8% | +7.7% | +24.1% |
| 5Y | -37.1% | +60.9% | -97.9% | -45.8% |
| 10Y | +125.2% | +316.6% | -191.4% | +51.4% |
| All | +14,391.6% | +8,860.0% | +5,531.6% | +3,922.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 all: compounded portfolio wealth divided by compounded PTC 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…
all analysis · Full analysis span regression · 6 months rolling