+15.8%
TROW vs RY
+159.6%
-143.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | +0.2% |
| 7D | +0.4% | +2.7% | -2.3% | -1.6% |
| 30D | -4.0% | -1.0% | -3.0% | -3.5% |
| 3M | +5.0% | +7.6% | -2.6% | -1.1% |
| 6M | +24.3% | +29.5% | -5.1% | +1.3% |
| YTD | +9.8% | +24.2% | -14.4% | -7.7% |
| 1Y | +6.4% | +46.4% | -39.9% | -21.9% |
| 3Y | +15.8% | +159.4% | -143.6% | -48.8% |
| All | +15.8% | +159.6% | -143.8% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 3y: compounded portfolio wealth divided by compounded RY 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…
3y analysis · Full analysis span regression · 6 months rolling