+26,336.4%
WM vs TROW
+14,446.5%
+11,889.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | -0.3% | -1.3% | +1.0% | 0.0% |
| 30D | -2.4% | -4.5% | +2.2% | -1.4% |
| 3M | +0.4% | +3.9% | -3.4% | -0.7% |
| 6M | -9.5% | +22.6% | -32.1% | -13.9% |
| YTD | +0.5% | +10.1% | -9.6% | -2.3% |
| 1Y | -1.1% | +3.6% | -4.7% | -2.6% |
| 3Y | +46.0% | +12.4% | +33.6% | +38.7% |
| 5Y | +51.8% | -37.5% | +89.3% | +60.9% |
| 10Y | +307.5% | +130.0% | +177.6% | +214.5% |
| All | +26,336.4% | +14,446.5% | +11,889.9% | +10,149.2% |
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