+6,467.7%
TRV vs TROW
+14,151.0%
-7,683.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -1.5% | -3.0% | +1.5% | -0.5% |
| 30D | -1.8% | -5.5% | +3.6% | 0.0% |
| 3M | +21.6% | +2.3% | +19.3% | +20.3% |
| 6M | +22.5% | +23.9% | -1.5% | +13.8% |
| YTD | +28.1% | +7.9% | +20.3% | +24.0% |
| 1Y | +37.0% | +6.1% | +30.9% | +33.0% |
| 3Y | +141.9% | +13.8% | +128.1% | +125.4% |
| 5Y | +158.5% | -38.2% | +196.7% | +182.7% |
| 10Y | +297.5% | +131.3% | +166.3% | +175.8% |
| All | +6,467.7% | +14,151.0% | -7,683.3% | +1,965.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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