-37.3%
TROW vs SUI
-32.1%
-5.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.4% |
| 7D | +0.4% | -3.1% | +3.5% | +2.0% |
| 30D | -4.0% | -2.3% | -1.7% | -3.0% |
| 3M | +5.0% | -2.8% | +7.8% | +6.1% |
| 6M | +24.3% | -12.4% | +36.7% | +32.3% |
| YTD | +9.8% | -3.3% | +13.1% | +10.7% |
| 1Y | +6.4% | -5.8% | +12.3% | +8.6% |
| 3Y | +15.8% | +12.5% | +3.3% | +2.6% |
| 5Y | -37.3% | -32.9% | -4.4% | -27.2% |
| All | -37.3% | -32.1% | -5.1% | -27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling