+14,999.1%
TT vs TROW
+14,749.5%
+249.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.1% | +1.0% |
| 7D | +3.5% | -1.7% | +5.2% | +4.2% |
| 30D | -11.0% | +6.4% | -17.5% | -13.3% |
| 3M | -12.0% | -1.5% | -10.5% | -11.7% |
| 6M | -10.4% | +8.3% | -18.7% | -13.8% |
| YTD | +9.9% | +12.4% | -2.5% | +3.7% |
| 1Y | +1.5% | +12.4% | -10.9% | -4.4% |
| 3Y | +93.7% | +38.3% | +55.4% | +65.8% |
| 5Y | +139.2% | -35.2% | +174.4% | +168.4% |
| 10Y | +741.5% | +128.8% | +612.7% | +468.8% |
| All | +14,999.1% | +14,749.5% | +249.6% | +3,490.6% |
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