+12,655.8%
TROW vs ZBRA
+8,746.0%
+3,909.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -3.0% | -3.8% | +0.8% | -1.9% |
| 30D | -5.5% | -10.2% | +4.7% | -2.5% |
| 3M | +2.3% | +58.7% | -56.4% | -12.3% |
| 6M | +23.9% | +61.9% | -38.0% | +4.7% |
| YTD | +7.9% | +41.7% | -33.8% | -5.6% |
| 1Y | +6.1% | +12.4% | -6.2% | -1.1% |
| 3Y | +13.8% | +34.2% | -20.4% | -1.5% |
| 5Y | -38.2% | -40.8% | +2.5% | -33.4% |
| 10Y | +131.3% | +420.3% | -289.0% | +34.6% |
| All | +12,655.8% | +8,746.0% | +3,909.8% | +3,962.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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