+17.0%
TROW vs RRX
+30.0%
-13.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -3.6% | +9.6% | +6.3% |
| 7D | +8.2% | +7.6% | +0.6% | +7.2% |
| 30D | +8.3% | +7.5% | +0.8% | +7.2% |
| 3M | -1.6% | -21.0% | +19.5% | +0.7% |
| 6M | +11.9% | -18.1% | +30.0% | +13.3% |
| YTD | +14.3% | +24.3% | -9.9% | +5.5% |
| 1Y | +17.0% | +29.3% | -12.3% | +6.1% |
| All | +17.0% | +30.0% | -13.0% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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