+7,145.1%
TROW vs WWD
+15,097.2%
-7,952.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.5% |
| 7D | +0.4% | +0.8% | -0.4% | +0.1% |
| 30D | -4.0% | -6.4% | +2.4% | -1.7% |
| 3M | +5.0% | -5.6% | +10.6% | +6.3% |
| 6M | +24.3% | -9.1% | +33.4% | +26.8% |
| YTD | +9.8% | +12.5% | -2.7% | +1.9% |
| 1Y | +6.4% | +41.3% | -34.9% | -10.7% |
| 3Y | +15.8% | +170.2% | -154.4% | -26.9% |
| 5Y | -37.3% | +192.5% | -229.8% | -62.3% |
| 10Y | +130.6% | +476.9% | -346.3% | -2.0% |
| All | +7,145.1% | +15,097.2% | -7,952.1% | +1,234.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 all: compounded portfolio wealth divided by compounded WWD 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…
all analysis · Full analysis span regression · 6 months rolling