+5.8%
TROW vs TRU
-13.7%
+19.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.1% | -1.4% |
| 7D | -3.2% | -2.7% | -0.4% | -2.6% |
| 30D | -4.6% | -2.0% | -2.6% | -4.3% |
| 3M | -0.7% | +18.4% | -19.1% | -4.0% |
| 6M | +22.2% | +8.9% | +13.3% | +19.3% |
| YTD | +6.6% | -8.9% | +15.6% | +7.3% |
| 1Y | +5.8% | -15.9% | +21.7% | +6.0% |
| All | +5.8% | -13.7% | +19.5% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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