+131.7%
TROW vs SUI
+104.7%
+26.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.2% | -0.9% |
| 7D | -1.5% | -4.3% | +2.8% | +0.4% |
| 30D | -5.3% | -2.1% | -3.2% | -4.5% |
| 3M | +2.9% | -6.1% | +9.0% | +5.6% |
| 6M | +22.2% | -12.8% | +35.0% | +29.4% |
| YTD | +8.1% | -4.6% | +12.7% | +9.7% |
| 1Y | +5.8% | -7.7% | +13.5% | +8.7% |
| 3Y | +14.0% | +10.9% | +3.1% | +5.0% |
| 5Y | -38.3% | -32.4% | -5.9% | -29.7% |
| 10Y | +131.7% | +105.7% | +26.0% | +114.1% |
| All | +131.7% | +104.7% | +26.9% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling