-72.2%
TTD vs TROW
+0.2%
-72.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.4% | -3.8% |
| 7D | +6.3% | -1.3% | +7.6% | +7.1% |
| 30D | -23.9% | -4.5% | -19.4% | -22.0% |
| 3M | -31.4% | +3.9% | -35.3% | -33.1% |
| 6M | -42.7% | +22.6% | -65.2% | -48.6% |
| YTD | -62.0% | +10.1% | -72.1% | -64.1% |
| 1Y | -72.2% | +3.6% | -75.8% | -73.2% |
| All | -72.2% | +0.2% | -72.4% | -73.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling