+14,325.3%
TROW vs PTC
+6,346.6%
+7,978.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.0% | +5.0% | +0.5% |
| 7D | -1.3% | -10.3% | +9.0% | +1.2% |
| 30D | -4.5% | +1.1% | -5.7% | -5.0% |
| 3M | +3.9% | +1.6% | +2.3% | +2.7% |
| 6M | +22.6% | -13.5% | +36.0% | +25.5% |
| YTD | +10.1% | -19.1% | +29.2% | +14.4% |
| 1Y | +3.6% | -33.9% | +37.5% | +12.8% |
| 3Y | +12.4% | -3.9% | +16.3% | +11.3% |
| 5Y | -37.5% | +6.0% | -43.5% | -39.7% |
| 10Y | +130.0% | +223.7% | -93.8% | +66.7% |
| All | +14,325.3% | +6,346.6% | +7,978.6% | +4,299.0% |
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