+5.8%
TROW vs WETO
-98.9%
+104.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.4% | +4.3% | -1.2% |
| 7D | -3.2% | -4.3% | +1.1% | -3.2% |
| 30D | -4.6% | -39.9% | +35.3% | -2.6% |
| 3M | -0.7% | -97.9% | +97.2% | +6.8% |
| 6M | +22.2% | -95.0% | +117.2% | +28.5% |
| YTD | +6.6% | -97.2% | +103.8% | +14.9% |
| 1Y | +5.8% | -98.9% | +104.7% | +17.8% |
| All | +5.8% | -98.9% | +104.7% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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