+14,755.6%
TT vs TROW
+14,513.4%
+242.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.7% |
| 7D | +4.0% | +0.5% | +3.6% | +3.9% |
| 30D | -11.3% | +9.3% | -20.7% | -14.5% |
| 3M | -12.3% | -0.9% | -11.4% | -12.2% |
| 6M | -10.8% | +8.3% | -19.2% | -14.3% |
| YTD | +8.2% | +10.6% | -2.5% | +2.6% |
| 1Y | +1.5% | +10.5% | -9.1% | -3.8% |
| 3Y | +91.5% | +36.5% | +54.9% | +64.6% |
| 5Y | +130.2% | -37.1% | +167.3% | +161.2% |
| 10Y | +727.9% | +125.2% | +602.7% | +463.0% |
| All | +14,755.6% | +14,513.4% | +242.2% | +3,454.2% |
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