+15,818.7%
TT vs TROW
+14,446.5%
+1,372.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.2% |
| 7D | 0.0% | -1.3% | +1.3% | +0.5% |
| 30D | -7.2% | -4.5% | -2.6% | -5.5% |
| 3M | -3.0% | +3.9% | -6.8% | -4.9% |
| 6M | +1.4% | +22.6% | -21.2% | -6.9% |
| YTD | +15.9% | +10.1% | +5.8% | +10.4% |
| 1Y | +9.4% | +3.6% | +5.8% | +6.5% |
| 3Y | +124.4% | +12.4% | +112.0% | +108.5% |
| 5Y | +138.0% | -37.5% | +175.5% | +170.9% |
| 10Y | +886.4% | +130.0% | +756.4% | +567.0% |
| All | +15,818.7% | +14,446.5% | +1,372.2% | +3,723.9% |
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