+12.9%
TROW vs WING
-29.7%
+42.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -3.0% | +0.2% | -3.2% | -3.0% |
| 30D | -5.5% | -0.5% | -5.0% | -5.6% |
| 3M | +2.3% | -23.9% | +26.1% | +4.7% |
| 6M | +23.9% | -48.9% | +72.8% | +32.1% |
| YTD | +7.9% | -53.3% | +61.2% | +15.8% |
| 1Y | +6.1% | -60.3% | +66.4% | +15.5% |
| All | +12.9% | -29.7% | +42.7% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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