+124.8%
TROW vs RUN
+42.2%
+82.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.1% |
| 7D | -3.2% | -3.7% | +0.5% | -2.7% |
| 30D | -4.6% | -13.0% | +8.4% | -3.0% |
| 3M | -0.7% | -31.8% | +31.1% | +3.8% |
| 6M | +22.2% | -32.2% | +54.4% | +26.7% |
| YTD | +6.6% | -53.5% | +60.1% | +14.2% |
| 1Y | +5.8% | -46.5% | +52.4% | +10.0% |
| 3Y | +11.6% | -37.6% | +49.2% | -4.7% |
| 5Y | -38.9% | -80.9% | +41.9% | -41.2% |
| All | +124.8% | +42.2% | +82.6% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling