-68.3%
TTD vs TROW
+4.9%
-73.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +3.3% |
| 7D | -0.6% | -3.2% | +2.6% | +1.1% |
| 30D | +6.3% | -4.6% | +10.9% | +9.0% |
| 3M | -24.1% | -0.7% | -23.5% | -24.3% |
| 6M | -47.4% | +22.2% | -69.6% | -52.9% |
| YTD | -62.2% | +6.6% | -68.9% | -63.6% |
| 1Y | -68.3% | +5.8% | -74.1% | -69.0% |
| All | -68.3% | +4.9% | -73.2% | -69.0% |
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 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