+49.5%
TXN vs TROW
+4.9%
+44.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.2% | +5.0% | +4.3% |
| 7D | +4.0% | -3.2% | +7.1% | +5.3% |
| 30D | -2.9% | -4.6% | +1.8% | -1.1% |
| 3M | -9.1% | -0.7% | -8.4% | -9.6% |
| 6M | +36.6% | +22.2% | +14.4% | +22.2% |
| YTD | +57.5% | +6.6% | +50.9% | +51.1% |
| 1Y | +49.5% | +5.8% | +43.7% | +43.7% |
| All | +49.5% | +4.9% | +44.6% | +43.7% |
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