-38.2%
TROW vs RRC
+150.0%
-188.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | -3.0% | -1.2% | -1.8% | -2.8% |
| 30D | -5.5% | +3.0% | -8.4% | -6.0% |
| 3M | +2.3% | +7.3% | -5.0% | +0.8% |
| 6M | +23.9% | +3.6% | +20.4% | +22.4% |
| YTD | +7.9% | +19.4% | -11.5% | +3.5% |
| 1Y | +6.1% | +21.4% | -15.3% | +1.1% |
| 3Y | +13.8% | +32.8% | -18.9% | +4.7% |
| 5Y | -38.2% | +152.0% | -190.2% | -49.3% |
| All | -38.2% | +150.0% | -188.2% | -49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling