+858.0%
TTMI vs TROW
+12.7%
+845.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.4% | -1.4% |
| 7D | +6.0% | -3.0% | +9.0% | +8.2% |
| 30D | -6.4% | -5.5% | -1.0% | -3.0% |
| 3M | -28.9% | +2.3% | -31.2% | -31.5% |
| 6M | +26.9% | +23.9% | +3.0% | +6.0% |
| YTD | +77.3% | +7.9% | +69.4% | +62.6% |
| 1Y | +147.5% | +6.1% | +141.4% | +129.3% |
| All | +858.0% | +12.7% | +845.4% | +704.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling