+357.8%
TROW vs SPXU
-100.0%
+457.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -0.9% |
| 7D | -1.5% | +1.3% | -2.8% | -0.9% |
| 30D | -5.3% | +5.1% | -10.4% | -3.1% |
| 3M | +2.9% | -9.1% | +12.1% | -0.5% |
| 6M | +22.2% | -29.6% | +51.8% | +6.6% |
| YTD | +8.1% | -27.7% | +35.8% | -3.8% |
| 1Y | +5.8% | -37.0% | +42.8% | -10.6% |
| 3Y | +14.0% | -80.2% | +94.2% | -34.1% |
| 5Y | -38.3% | -86.0% | +47.7% | -61.4% |
| 10Y | +131.7% | -99.5% | +231.2% | -49.8% |
| All | +357.8% | -100.0% | +457.8% | -78.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling