+4,056.8%
WAB vs TROW
+5,164.5%
-1,107.7%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.8% |
| 7D | +0.2% | -1.5% | +1.7% | +0.8% |
| 30D | -4.6% | -5.3% | +0.7% | -2.5% |
| 3M | +5.6% | +2.9% | +2.7% | +3.9% |
| 6M | +13.8% | +22.2% | -8.4% | +4.5% |
| YTD | +31.9% | +8.1% | +23.8% | +26.7% |
| 1Y | +48.3% | +5.8% | +42.4% | +43.5% |
| 3Y | +167.1% | +14.0% | +153.1% | +148.3% |
| 5Y | +222.9% | -38.3% | +261.1% | +272.1% |
| 10Y | +289.9% | +131.7% | +158.3% | +166.9% |
| All | +4,056.8% | +5,164.5% | -1,107.7% | +1,555.9% |
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 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