+28,547.3%
WM vs TROW
+14,443.7%
+14,103.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | +1.2% | +4.3% | -3.1% | +0.2% |
| 30D | +13.1% | +4.2% | +8.9% | +12.0% |
| 3M | +3.6% | -3.4% | +7.0% | +4.3% |
| 6M | +8.1% | +4.7% | +3.4% | +6.5% |
| YTD | +8.9% | +10.1% | -1.2% | +5.8% |
| 1Y | +20.3% | +11.7% | +8.6% | +16.4% |
| 3Y | +46.2% | +32.5% | +13.7% | +33.8% |
| 5Y | +59.9% | -38.5% | +98.4% | +70.1% |
| 10Y | +345.6% | +148.0% | +197.5% | +238.0% |
| All | +28,547.3% | +14,443.7% | +14,103.6% | +10,994.1% |
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