+3,083.3%
TROW vs TD
+7,835.7%
-4,752.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.7% |
| 7D | -3.2% | -0.5% | -2.6% | -2.8% |
| 30D | -4.6% | -1.9% | -2.7% | -3.4% |
| 3M | -0.7% | +4.8% | -5.4% | -4.5% |
| 6M | +22.2% | +28.0% | -5.8% | +0.9% |
| YTD | +6.6% | +30.3% | -23.7% | -13.3% |
| 1Y | +5.8% | +59.8% | -53.9% | -26.3% |
| 3Y | +11.6% | +124.7% | -113.1% | -40.7% |
| 5Y | -38.9% | +127.0% | -165.9% | -67.9% |
| 10Y | +128.5% | +303.2% | -174.6% | -23.0% |
| All | +3,083.3% | +7,835.7% | -4,752.4% | +125.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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