+3.6%
TROW vs SIRI
+28.3%
-24.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -0.7% |
| 7D | -1.3% | +1.6% | -2.9% | -1.5% |
| 30D | -4.5% | -4.7% | +0.2% | -4.0% |
| 3M | +3.9% | +5.3% | -1.4% | +3.5% |
| 6M | +22.6% | +30.5% | -7.9% | +20.1% |
| YTD | +10.1% | +49.6% | -39.5% | +6.2% |
| 1Y | +3.6% | +28.5% | -24.9% | +0.5% |
| All | +3.6% | +28.3% | -24.8% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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