-0.4%
UAL vs TROW
+6.2%
-6.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | +0.3% |
| 7D | -1.1% | -1.5% | +0.4% | +0.1% |
| 30D | -13.4% | -5.3% | -8.1% | -9.4% |
| 3M | -2.3% | +2.9% | -5.2% | -6.4% |
| 6M | +13.3% | +22.2% | -8.9% | -8.9% |
| YTD | -4.2% | +8.1% | -12.3% | -16.0% |
| All | -0.4% | +6.2% | -6.6% | -10.9% |
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