-38.2%
TROW vs RGEN
-44.2%
+6.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -3.0% | -2.9% | -0.1% | -2.3% |
| 30D | -5.5% | -0.1% | -5.4% | -5.5% |
| 3M | +2.3% | +25.9% | -23.7% | -4.5% |
| 6M | +23.9% | +35.2% | -11.3% | +12.6% |
| YTD | +7.9% | +0.5% | +7.4% | +6.1% |
| 1Y | +6.1% | +37.0% | -30.8% | -5.0% |
| 3Y | +13.8% | +2.0% | +11.8% | +4.6% |
| 5Y | -38.2% | -44.2% | +6.0% | -40.2% |
| All | -38.2% | -44.2% | +6.0% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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