+15.3%
TROW vs RACE
+40.8%
-25.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.5% |
| 7D | -1.3% | -2.5% | +1.2% | -0.7% |
| 30D | -4.5% | +0.8% | -5.3% | -4.8% |
| 3M | +3.9% | +17.2% | -13.3% | -0.3% |
| 6M | +22.6% | +13.6% | +9.0% | +18.1% |
| YTD | +10.1% | +12.2% | -2.1% | +6.2% |
| 1Y | +3.6% | -16.3% | +19.8% | +7.5% |
| All | +15.3% | +40.8% | -25.5% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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