+46.4%
UBER vs TROW
+11.3%
+35.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | -0.1% | -0.6% |
| 7D | -5.4% | -3.2% | -2.2% | -3.8% |
| 30D | -4.9% | -4.6% | -0.3% | -2.5% |
| 3M | +3.0% | -0.7% | +3.7% | +2.9% |
| 6M | -4.4% | +22.2% | -26.6% | -14.7% |
| YTD | -12.3% | +6.6% | -18.9% | -16.1% |
| 1Y | -24.3% | +5.8% | -30.1% | -27.4% |
| 3Y | +46.4% | +11.6% | +34.8% | +34.5% |
| All | +46.4% | +11.3% | +35.1% | +34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling