+72.4%
UBER vs TROW
+39.3%
+33.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | -0.1% | -0.6% |
| 7D | -5.4% | -3.2% | -2.2% | -3.6% |
| 30D | -4.9% | -4.6% | -0.3% | -2.3% |
| 3M | +3.0% | -0.7% | +3.7% | +3.0% |
| 6M | -4.4% | +22.2% | -26.6% | -15.1% |
| YTD | -12.3% | +6.6% | -18.9% | -16.2% |
| 1Y | -24.3% | +5.8% | -30.1% | -27.5% |
| 3Y | +46.4% | +11.6% | +34.8% | +32.9% |
| 5Y | +79.7% | -38.9% | +118.6% | +119.3% |
| All | +72.4% | +39.3% | +33.1% | +34.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling