+5,733.3%
TROW vs SIRI
-17.7%
+5,751.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.3% |
| 7D | -3.0% | -3.0% | 0.0% | -2.7% |
| 30D | -5.5% | +1.3% | -6.7% | -5.6% |
| 3M | +2.3% | +5.6% | -3.4% | +1.7% |
| 6M | +23.9% | +35.2% | -11.2% | +20.3% |
| YTD | +7.9% | +49.1% | -41.2% | +3.6% |
| 1Y | +6.1% | +26.8% | -20.7% | +3.3% |
| 3Y | +13.8% | -23.7% | +37.5% | +14.3% |
| 5Y | -38.2% | -41.8% | +3.6% | -37.1% |
| 10Y | +131.3% | -11.3% | +142.5% | +127.1% |
| All | +5,733.3% | -17.7% | +5,751.0% | +4,861.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling