-36.7%
TROW vs RACE
+67.1%
-103.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.6% | +1.9% |
| 7D | +4.7% | +3.9% | +0.8% | +3.0% |
| 30D | +5.4% | +7.4% | -2.1% | +2.1% |
| 3M | -1.6% | +1.6% | -3.2% | -2.5% |
| 6M | +7.8% | +23.3% | -15.5% | -2.8% |
| YTD | +12.6% | +14.7% | -2.1% | +3.9% |
| 1Y | +13.6% | +2.5% | +11.1% | +10.8% |
| 3Y | +36.6% | +28.0% | +8.6% | +4.4% |
| 5Y | -36.7% | +69.8% | -106.6% | -64.0% |
| All | -36.7% | +67.1% | -103.8% | -64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling