+17.0%
TROW vs TRMB
-31.2%
+48.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -17.3% | +23.3% | +8.9% |
| 7D | +8.2% | -15.7% | +23.9% | +10.5% |
| 30D | +8.3% | -7.8% | +16.1% | +7.5% |
| 3M | -1.6% | -9.3% | +7.7% | -1.9% |
| 6M | +11.9% | -20.8% | +32.7% | +16.9% |
| YTD | +14.3% | -30.8% | +45.1% | +24.2% |
| 1Y | +17.0% | -31.0% | +48.0% | +26.9% |
| All | +17.0% | -31.2% | +48.2% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1y: compounded portfolio wealth divided by compounded TRMB 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…
1y analysis · Full analysis span regression · 6 months rolling