+912.0%
TSN vs TROW
+14,398.8%
-13,486.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | -5.0% | +0.4% | -5.5% | -5.2% |
| 30D | -9.1% | -4.0% | -5.0% | -8.2% |
| 3M | -7.4% | +5.0% | -12.4% | -8.6% |
| 6M | -13.4% | +24.3% | -37.7% | -17.9% |
| YTD | -8.5% | +9.8% | -18.3% | -11.0% |
| 1Y | -3.2% | +6.4% | -9.6% | -5.3% |
| 3Y | +11.5% | +15.8% | -4.3% | +5.5% |
| 5Y | -19.5% | -37.3% | +17.8% | -13.9% |
| 10Y | -9.1% | +130.6% | -139.7% | -30.1% |
| All | +912.0% | +14,398.8% | -13,486.8% | +284.0% |
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