+19,391.6%
WELL vs TROW
+14,513.4%
+4,878.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | -0.4% |
| 7D | +0.1% | +0.5% | -0.4% | 0.0% |
| 30D | +5.7% | +9.3% | -3.7% | +3.1% |
| 3M | +4.6% | -0.9% | +5.5% | +4.7% |
| 6M | +11.9% | +8.3% | +3.5% | +9.0% |
| YTD | +33.6% | +10.6% | +22.9% | +28.9% |
| 1Y | +29.8% | +10.5% | +19.2% | +25.1% |
| 3Y | +202.2% | +36.5% | +165.6% | +169.6% |
| 5Y | +223.2% | -37.1% | +260.3% | +248.9% |
| 10Y | +461.7% | +125.2% | +336.5% | +328.0% |
| All | +19,391.6% | +14,513.4% | +4,878.2% | +8,362.8% |
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