+172.6%
TTMI vs TROW
+0.2%
+172.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.0% | +9.8% | +9.2% |
| 7D | +5.9% | -1.3% | +7.2% | +6.4% |
| 30D | -4.3% | -4.5% | +0.2% | -2.7% |
| 3M | -32.0% | +3.9% | -35.9% | -34.6% |
| 6M | +19.5% | +22.6% | -3.1% | +3.8% |
| YTD | +82.0% | +10.1% | +71.9% | +60.4% |
| 1Y | +172.6% | +3.6% | +169.0% | +142.9% |
| All | +172.6% | +0.2% | +172.4% | +142.9% |
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 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