-39.0%
TROW vs SPXU
-86.1%
+47.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -2.3% |
| 7D | -3.2% | +2.5% | -5.7% | -2.1% |
| 30D | -4.6% | +4.2% | -8.8% | -2.7% |
| 3M | -0.7% | -9.3% | +8.6% | -4.2% |
| 6M | +22.2% | -30.7% | +52.9% | +5.6% |
| YTD | +6.6% | -28.1% | +34.8% | -5.5% |
| 1Y | +5.8% | -35.2% | +41.1% | -9.7% |
| 3Y | +11.6% | -79.9% | +91.5% | -37.1% |
| All | -39.0% | -86.1% | +47.2% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 5y: compounded portfolio wealth divided by compounded SPXU 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…
5y analysis · Full analysis span regression · 6 months rolling