-38.2%
TROW vs WCC
+211.6%
-249.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.1% | +0.9% |
| 7D | -3.0% | +1.7% | -4.7% | -3.6% |
| 30D | -5.5% | -6.1% | +0.6% | -3.7% |
| 3M | +2.3% | +3.1% | -0.8% | -0.1% |
| 6M | +23.9% | +28.2% | -4.3% | +10.2% |
| YTD | +7.9% | +41.1% | -33.2% | -8.1% |
| 1Y | +6.1% | +61.3% | -55.2% | -15.1% |
| 3Y | +13.8% | +123.6% | -109.8% | -25.5% |
| 5Y | -38.2% | +214.8% | -253.0% | -68.7% |
| All | -38.2% | +211.6% | -249.8% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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