+11.6%
TROW vs UUUU
+74.5%
-62.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.0% | +3.8% | -0.8% |
| 7D | -3.2% | -10.5% | +7.3% | -2.4% |
| 30D | -4.6% | -10.5% | +5.9% | -3.9% |
| 3M | -0.7% | -14.1% | +13.5% | +0.1% |
| 6M | +22.2% | -35.5% | +57.7% | +25.0% |
| YTD | +6.6% | -10.9% | +17.6% | +5.4% |
| 1Y | +5.8% | +3.4% | +2.5% | +1.8% |
| 3Y | +11.6% | +73.1% | -61.5% | -3.0% |
| All | +11.6% | +74.5% | -62.9% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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