+71.0%
UBER vs TROW
+41.2%
+29.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -1.9% |
| 7D | -7.0% | -1.5% | -5.5% | -6.2% |
| 30D | -8.9% | -5.3% | -3.6% | -6.0% |
| 3M | +1.0% | +2.9% | -2.0% | -1.1% |
| 6M | -3.7% | +22.2% | -25.9% | -14.5% |
| YTD | -13.0% | +8.1% | -21.1% | -17.5% |
| 1Y | -25.5% | +5.8% | -31.3% | -28.7% |
| 3Y | +50.5% | +14.0% | +36.4% | +34.9% |
| 5Y | +76.2% | -38.3% | +114.4% | +113.7% |
| All | +71.0% | +41.2% | +29.8% | +32.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling