+15.8%
TROW vs RBA
+29.1%
-13.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.3% |
| 7D | +0.4% | -1.1% | +1.5% | +0.7% |
| 30D | -4.0% | -13.2% | +9.2% | +0.2% |
| 3M | +5.0% | -21.4% | +26.4% | +12.1% |
| 6M | +24.3% | -20.9% | +45.2% | +32.1% |
| YTD | +9.8% | -19.9% | +29.6% | +15.3% |
| 1Y | +6.4% | -28.7% | +35.1% | +16.9% |
| 3Y | +15.8% | +27.4% | -11.6% | +4.2% |
| All | +15.8% | +29.1% | -13.3% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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