+27.5%
UAL vs TROW
+17.3%
+10.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +6.0% | +2.0% | +3.0% |
| 7D | +11.9% | +8.2% | +3.7% | +4.9% |
| 30D | +5.2% | +8.3% | -3.1% | -1.4% |
| 3M | -12.7% | -1.6% | -11.1% | -11.8% |
| 6M | +28.5% | +11.9% | +16.6% | +14.7% |
| YTD | +3.5% | +14.3% | -10.8% | -14.1% |
| 1Y | +27.5% | +17.0% | +10.5% | +1.7% |
| All | +27.5% | +17.3% | +10.2% | +1.7% |
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