+7,869.5%
URI vs TROW
+1,407.3%
+6,462.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.3% | +4.3% |
| 7D | +2.4% | -1.7% | +4.1% | +3.6% |
| 30D | +8.9% | +6.4% | +2.4% | +4.5% |
| 3M | +0.8% | -1.5% | +2.3% | +1.4% |
| 6M | +23.1% | +8.3% | +14.9% | +15.7% |
| YTD | +43.1% | +12.4% | +30.6% | +30.2% |
| 1Y | +35.7% | +12.4% | +23.3% | +23.5% |
| 3Y | +158.2% | +38.3% | +119.9% | +106.6% |
| 5Y | +212.6% | -35.2% | +247.7% | +288.1% |
| 10Y | +1,210.8% | +128.8% | +1,081.9% | +676.2% |
| All | +7,869.5% | +1,407.3% | +6,462.2% | +1,448.2% |
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