+17.0%
TROW vs SPXS
-30.2%
+47.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -4.9% | +10.9% | +4.6% |
| 7D | +8.2% | +2.2% | +6.1% | +9.0% |
| 30D | +8.3% | +3.8% | +4.5% | +9.6% |
| 3M | -1.6% | +3.3% | -4.9% | -0.3% |
| 6M | +11.9% | -16.7% | +28.6% | +6.9% |
| YTD | +14.3% | -28.5% | +42.9% | +6.7% |
| 1Y | +17.0% | -30.4% | +47.4% | +8.9% |
| All | +17.0% | -30.2% | +47.2% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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