+437.3%
TTMI vs TROW
+842.2%
-404.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.5% | -2.4% | -2.9% |
| 7D | +7.5% | -1.5% | +9.0% | +8.5% |
| 30D | -4.5% | -5.3% | +0.8% | -1.2% |
| 3M | -28.5% | +2.9% | -31.5% | -30.9% |
| 6M | +28.4% | +22.2% | +6.2% | +11.1% |
| YTD | +80.1% | +8.1% | +72.0% | +68.4% |
| 1Y | +161.0% | +5.8% | +155.2% | +147.1% |
| 3Y | +862.4% | +14.0% | +848.4% | +762.7% |
| 5Y | +812.9% | -38.3% | +851.2% | +1,066.7% |
| 10Y | +1,094.7% | +131.7% | +963.0% | +474.3% |
| All | +437.3% | +842.2% | -404.9% | -35.4% |
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