-39.0%
TROW vs TENB
-35.4%
-3.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.0% | +4.8% | +0.4% |
| 7D | -3.2% | -12.1% | +8.9% | +0.1% |
| 30D | -4.6% | -18.6% | +14.0% | 0.0% |
| 3M | -0.7% | +12.1% | -12.7% | -6.1% |
| 6M | +22.2% | +46.8% | -24.6% | +5.0% |
| YTD | +6.6% | +28.0% | -21.3% | -5.0% |
| 1Y | +5.8% | -1.4% | +7.2% | +2.2% |
| 3Y | +11.6% | -33.9% | +45.5% | +18.4% |
| All | -39.0% | -35.4% | -3.5% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TENB.
Daily Out/Under-Performance
Portfolio return minus TENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TENB 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 TENB 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