+11.6%
TROW vs WU
-28.7%
+40.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.3% |
| 7D | -3.2% | -3.5% | +0.3% | -2.1% |
| 30D | -4.6% | -2.9% | -1.7% | -3.8% |
| 3M | -0.7% | -2.3% | +1.6% | -0.9% |
| 6M | +22.2% | -25.4% | +47.6% | +32.6% |
| YTD | +6.6% | -21.2% | +27.8% | +13.3% |
| 1Y | +5.8% | -8.9% | +14.7% | +5.9% |
| 3Y | +11.6% | -29.0% | +40.6% | +18.7% |
| All | +11.6% | -28.7% | +40.4% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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