+11.6%
TROW vs TRU
-1.3%
+12.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.1% | -1.5% |
| 7D | -3.2% | -2.7% | -0.4% | -2.4% |
| 30D | -4.6% | -2.0% | -2.6% | -4.1% |
| 3M | -0.7% | +18.4% | -19.1% | -6.1% |
| 6M | +22.2% | +8.9% | +13.3% | +17.8% |
| YTD | +6.6% | -8.9% | +15.6% | +8.1% |
| 1Y | +5.8% | -15.9% | +21.7% | +9.7% |
| 3Y | +11.6% | -1.1% | +12.7% | +14.8% |
| All | +11.6% | -1.3% | +12.9% | +14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling