+22.2%
TROW vs RUN
-21.1%
+43.3%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.6% | +3.0% | -1.3% |
| 7D | -1.5% | -1.8% | +0.3% | -1.4% |
| 30D | -5.3% | -10.8% | +5.5% | -4.9% |
| 3M | +2.9% | -30.2% | +33.1% | +4.2% |
| 6M | +22.2% | -22.3% | +44.5% | +22.6% |
| All | +22.2% | -21.1% | +43.3% | +22.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling