+17.0%
TROW vs RRC
+44.7%
-27.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -3.5% | +9.5% | +5.7% |
| 7D | +8.2% | -6.8% | +15.0% | +7.7% |
| 30D | +8.3% | +34.7% | -26.4% | +10.4% |
| 3M | -1.6% | +31.5% | -33.1% | +0.4% |
| 6M | +11.9% | +21.8% | -9.9% | +13.8% |
| YTD | +14.3% | +48.9% | -34.5% | +16.7% |
| 1Y | +17.0% | +42.1% | -25.1% | +20.7% |
| All | +17.0% | +44.7% | -27.7% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 1y: compounded portfolio wealth divided by compounded RRC 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…
1y analysis · Full analysis span regression · 6 months rolling