+5.8%
TROW vs RRX
+15.2%
-9.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.9% | -1.6% |
| 7D | -3.2% | -0.3% | -2.8% | -3.1% |
| 30D | -4.6% | -6.1% | +1.5% | -3.9% |
| 3M | -0.7% | -23.1% | +22.4% | +2.0% |
| 6M | +22.2% | -19.5% | +41.7% | +23.7% |
| YTD | +6.6% | +16.1% | -9.4% | -1.0% |
| 1Y | +5.8% | +12.9% | -7.1% | -2.2% |
| All | +5.8% | +15.2% | -9.3% | -2.2% |
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