+7,325.9%
TROW vs SUI
+4,072.7%
+3,253.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.6% |
| 7D | +4.4% | +3.4% | +1.0% | +2.4% |
| 30D | +5.5% | +4.6% | +0.9% | +2.5% |
| 3M | -1.3% | +1.6% | -2.9% | -2.7% |
| 6M | +7.9% | -3.5% | +11.3% | +9.1% |
| YTD | +12.6% | -1.0% | +13.6% | +11.8% |
| 1Y | +13.3% | -1.7% | +15.1% | +13.0% |
| 3Y | +38.6% | +18.4% | +20.2% | +20.0% |
| 5Y | -34.7% | -26.3% | -8.4% | -26.2% |
| 10Y | +129.9% | +123.3% | +6.6% | +22.8% |
| All | +7,325.9% | +4,072.7% | +3,253.2% | +744.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling