+18,229.0%
WDC vs TROW
+14,398.8%
+3,830.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.5% | +2.3% |
| 7D | +6.0% | +0.4% | +5.6% | +5.7% |
| 30D | +9.9% | -4.0% | +14.0% | +11.9% |
| 3M | -9.4% | +5.0% | -14.4% | -12.4% |
| 6M | +94.7% | +24.3% | +70.4% | +74.0% |
| YTD | +177.4% | +9.8% | +167.6% | +163.0% |
| 1Y | +412.6% | +6.4% | +406.1% | +389.9% |
| 3Y | +1,359.8% | +15.8% | +1,344.0% | +1,235.6% |
| 5Y | +992.6% | -37.3% | +1,029.8% | +1,216.0% |
| 10Y | +1,245.5% | +130.6% | +1,114.9% | +816.1% |
| All | +18,229.0% | +14,398.8% | +3,830.2% | +3,018.6% |
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